Skip to main content

How do I update my Tasks status?

Written by Jana

Tasks will update when the Team Member assigned to the task update the status.

  1. Log into the CRM

  2. From the menu, choose Schedule

  3. Filter the Upcoming Tasks as needed to show a specific Team Members tasks by clicking All Team Members

  4. Click the box next to the Team Member(s) you want to look at. The box will show a gray checkmark when selected

  5. All tasks for the selected Team Member will now show

  6. Locate the task you want to update, by clicking it

  7. At the top of the task, under the start time click the drop down

  8. Choose the new status

  9. Click outside the box to save the changes

  10. The status is now updated

Did this answer your question?