You have created a bunch of Tasks in Reach and they have been helping you get organized. Great! Now, that have finished these tasks, it is time to mark them as complete within Reach.
Both Tasks and individual Subtasks can be completed. If a Task does not have any Subtasks, then the Task appears with a checkbox that can be checked to mark the Task as complete. If a Task has Subtasks, the Task itself is only implicitly complete once all of its Subtasks are complete. Therefore, Tasks with Subtasks don't have checkboxes to mark them complete but each of its Subtasks can be individually marked as complete.
Completing Tasks and Subtasks
Anywhere that a Task or Subtask appears, you can complete it:
- The Tasks page
- The Activity Card of the Task's associated Client, Listing, or Transaction
- The Activity Card in the Calendar for any Tasks and Subtasks with due dates
Simply select the checkbox to mark the Task or Subtask as complete.
On the Tasks page, once a Task is fully complete, it does not move to the Completed section until you navigate away from the page.
Time to get items knocked off your list!