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Contact UsComplete tasks and time windows
Select the circle beside a task to complete it. If the task has a time frame, when you select it matters.
Select the circle beside a task and it's done, with your name and the time on it. The one thing that complicates it is a time frame: a task set to run between 9:00 AM and 11:00 AM can't be ticked off at 8:00.
What you'll need
- Available on the Bundle plan, or on a Custom plan that includes Tasks.
- Anyone at the location can complete a task. You don't need to be an Admin.
Complete a task
To complete a task:
- Select Tasks in the side menu.
- Pick the list along the top, or stay on the combined view.
- Select the circle beside the task.
The circle fills with a check. Select it again to reopen it. Today's work is grouped into Past Due, Incomplete, Upcoming, Completed, and Missed, in that order, with Missed collapsed.
Tasks that ask for a photo or notes
Some tasks won't close in one step. Selecting the circle opens Complete Task with Completion Notes Required, Photo Submission Required, or both.
To finish one:
- Type what you did in the notes box.
- Select the upload area and pick a photo.
- Select Complete Task.
Complete Task stays disabled until every required box is filled.
Time windows
A task with a time frame only opens during that window.
- Before it opens, the circle is faded. Select it and Task Not Ready names the hours it will be ready.
- After it closes, Task Aging on: the task moves to Past Due and stays completable until someone does it.
- After it closes, Task Aging off: the task is Missed, and the circle is disabled.
A task that repeats through the day shows Progress: 2/6 completed today, with View Progress listing every slot.
- Completing a task on an aging list also clears the other unfinished copies of that same task, from its due date through today. Nothing warns you first.
- Notes you add while completing a repeating task appear on every occurrence of that task, not just the one you finished.
- A slot from an earlier day can never be completed. You'll get "This slot has already passed and cannot be completed."
Common questions
Can I undo this?
No. A completed task can't be reopened, so add a note if something was marked off in error.
Who can do this?
Anyone at the location, unless the task is set to Admins and Super Admins only.
Will my team get notified?
No. Completing a task is silent. It shows on the Tasks page and on the Dashboard counts.