Complete tasks

When you have actioned a task you should mark it as completed so that you can keep track of those that are still outstanding. You can mark individual tasks as complete or more than one at the same time.

To complete a task:

1. In the Task view, do one of the following:
• Double-click the task you want to complete.
• Select the task, and click Edit Task on the Home tab.
• Right-click the task and select Edit Task.
2. In % Complete, type 100. The date completed will automatically be set to today's date, although this can be changed manually if required.
• If you are completing a limitation task, then you will also be prompted to specify a completion reason. This field will be enabled, allowing you to do select one.
3. Click OK to complete the task. The task will be removed from the list.
• If a task has been assigned to multiple users, then you will be asked if you want to apply the change to the other group tasks. Click Yes to mark all tasks as complete or No to only mark the selected user's task as complete.
• If a task has been associated with a client or matter, then it can still be seen on the Diary tab for that client or matter by setting Status Filter to Completed Only or All Items.

To complete multiple tasks:

1. In the Task view, tick the Complete check box for all the tasks you want to complete. This is the left-hand column in the list of tasks.
• If any of the tasks are limitation tasks, then the task screen will open, prompting you to specify a completion reason. This field will be enabled, allowing you to do select one.
2. Each task will be struck out (i.e. appear with a line through it). When the diary is refreshed, the tasks will be removed from the list.