In this article you will learn how move CRM+ Tasks and mark them as complete. See What is RecDesk CRM+?
Navigate to the entity where the Task was added and click Tasks, or click on the link from a CRM+ email notification
Moving CRM+ Tasks
You can move CRM+ tasks by placing your cursor on the , and then dragging your mouse to move the task in the list.
Marking a CRM+ Task as Complete
You can mark a CRM+ as complete by simply clicking on the task. You can also click on the completed task to unmark it as complete. See Tips below.
Once completed, a CRM+ task will remain in the list, but it will be crossed off. To hide the completed tasks, click Hide completed tasks.