How do I complete a task?

You can complete a task in one of two ways:


On a line: Click the various icons on the task row to mark complete as follows:

-         Blue folder icon – records received (assuming record required)

-         Orange arrow icon – task started

-         Green tick icon – task completed


Side Panel: Click anywhere on the task row to open full task details, then in the planning section click the same icons or enter the date manually for records received, started and completed.


Once a task has been completed, it will only be visible in the task list if you select “completed” from the task drop down filter.