Careview - Client Tasks

Mark a Task as Complete

Use the following steps to  mark a Task as complete.

1.        From the menu, click CRM, then select Tasks.
2.       The Task Console screen displays. 

3.       Tick to select the check box and click Action and select Set as Complete.


4.       The following prompt displays.  Click Confirm to set the selected Task to Complete.



5.        When the Task has been set to Complete successfully, the following message displays. Click Close. 


6.        The Task shows as Complete in the Task Console.