Marking a Task as Complete

To mark a task as Complete, select a task by clicking anywhere on the task’s row. On click, View Task will appear in the right-panel. Click on Mark Complete in order to mark this task as done.

You can also simply click on the Control Column (three little dots) to the left of the task if you’re viewing it in My/Firm Tasks and choose Mark Complete.

Once marked, the task will no longer be displayed in the Browse Tasks or Assigned to Me tabs. The task will be moved to the Completed tab and the View Task section will display that it is complete.

Marking a Completed Task as Incomplete

To mark a completed task as Incomplete, select a task from the Completed tab by clicking anywhere on the task’s row. On click, View Task will appear in the right-panel. Click Mark Incomplete in order to mark this task as incomplete.

Once marked, the task will no longer be displayed in the Completed tab and will instead be displayed in Browse Tasks and other related areas.