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Complete Tasks

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2 min read
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When you have finished a task, you can mark your task as done.

 

There are two ways to complete an existing task:

Via MyDiary

1. On the MyDiary dashboard, you will find your task list. Search for the task you want to complete from Today, Upcoming, or Next Week tab.

2. To mark the task as completed, click the ‘Check’ icon labeled ‘Complete’

complete

…and your task will be marked as completed.

task

Via Client Profile

1. Go to your client’s profile (leads, prospect or customer) and click on the ‘Appointments’ tab.

appointment

2. You can see the list of your tasks under the Appointments tab. Click on the ‘Complete’ button to mark the task as complete.

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task