Agency Platform > How To > Work with WorkSmart Tasks > Complete

Complete a Task

Completing a task indicates that you have completed your work related to the task and you are sending it to the next step on its journey through the workflow process.

  1. Right-click the task in the Work Queue or click . If the task is already open, click in the task area.

  2. Click Complete.

  1. In Complete Task, enter the required information to move the task to the next step in the workflow. The appearance and options in the Complete Task dialog box vary.
  2. Click Complete to complete the task or click Cancel to retain the task.

 

 

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