Mark a task complete and edit, delete, and create an invoice for a task

Mark a task complete and edit, delete, and create an invoice for a task

Mark a task completed 

Make sure to mark a task Completed once the works associated with the task is accomplished, to avoid tasks listing under overdue.

To mark a task completed:
  1. Open tasks through the Tasks module, or from the search option on the homescreen.
  2. Check the box to the left of every task that is completed.


Edit a Task 

You can edit a task name, due date, associated contact, and notes anytime by opening a task from the Task module, from the search option on the homescreen, or from the dashboard.
 

Move a Task to trash on iOS:

A task can be trashed in two ways on iOS.
  1. Open the tasks list from the Task module or from the search option on the homescreen; swipe left on the task that needs to be deleted, then click Trash.                                                                                                     
  2. Open the task that needs to be deleted, then click Trash at the bottom-right corner.                                      

Move a Task to trash on Android:

A task can be trashed in two ways on Android.
  1. Open the tasks list from the Task module or from the search option on the homescreen; click on the three dots adjacent to the task that needs to be deleted, then click Trash.

  1. Open the task needs has to be trashed, click on the three dots in the top right corner, and click Trash.

 
Create an invoice for a Task

To create an invoice for a task on iOS: 

  1. Open the task.
  2. Click Invoice on the bottom-left corner and start creating an invoice.

 

To create an invoice for a task on Android: 

  1. Open the task.
  2. Click on the three dots in the top right corner > click Create Invoice and start creating an invoice.