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How to Complete a Task

Information on how to Complete a Task in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 4 months ago

Completing a Task via the pop-up

If a task is assigned to you, when you open the record associated with the task a pop-up appears in the upper-right corner of the record, as seen below. The pop-up contains the Task ID, Task Type, a Description of the task, a box to enter Comments, and a Complete button.

To minimize the pop-up, click the arrow icon in the upper-right corner.

To close the pop-up, click the icon in the upper-right corner (it will re-display when you refresh or re-open the record).

Once you click Complete, the pop-up disappears and a Task Completed banner appears briefly in its place.

Completing a Task via the Tasks List

  1. Open the task via the Tasks List.

  2. Click the button.

  3. Fill out the Notes for the completed task if required.

  4. Click .

Reviewing Task Notes via the Task Details or Column in the sub-grid

Once you Complete the Task, notes appear in the Task Details and in the Tasks sub-grid in the record. NOTE: You may need to use the Columns drop-down to show Completion Notes in the sub-grid.

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