Complete a task

When you finish work, completing a task records it and schedules the next occurrence if the task repeats.

Where to find it

Open a task from Tasks , Dashboard , Calendar or from the Tasks tab in an entity, then use Complete.

Complete a one-off task

1. Open the task
2. Click Complete
3. Optionally enter time spent (defaults from estimated hours if set)
4. Optionally add notes
5. Click Mark Complete

The task moves to completed status.

Recurring tasks

After you complete a recurring task, OhYeh sets the next due date from the frequency rule. The task stays open with the new date.

1. Complete the task as above
2. Check the updated due date on the task or Calendar
3. Alert emails apply to the new instance using the same alert level

See Recurring tasks and Dates and scheduling.

Related

• Create and edit tasks
• Dates and scheduling
• Recurring tasks
• Dashboard