Once youâve finished a task, itâs important to mark it as completed so your task list stays up to date.
Hereâs how to do it:
1. Go to the Task Section
From your dashboard, open the Tasks section.
2. Select the Task
Find the task youâve completed.
Click the box next to the task to select it.
3. Choose an Action
Once your task is selected, click on the Actions menu.
Youâll see several options:
â Mark as Completed â marks the task finished
đ¤ Reassign â move the task to another team member
đď¸ Move to a Different Category â update the task category
đď¸ Delete â remove the task entirely
4. Mark as Completed
If youâve finished the task, select 'Mark as Completed'.
The task will now be marked as complete, helping you maintain a clean and organized Automated Workflow. đ
đ Why Marking Tasks Matters
Marking tasks as complete helps you and your team:
Stay organized with clear records of whatâs been done
Prevent duplicate follow-up efforts
Focus only on what still needs attention
By keeping tasks up to date, youâll ensure that every guest and member receives timely and intentional care!