Jan 13, 2024
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There are two ways to mark as task as complete.
- You can mark the task as complete on the Task page grid by filling in the “done” checkbox in the Done column for the respective task
You can mark a task complete from the Notes & Tasks section of the Loan itself. From the Overview page of a loan:
- Click Notes & Tasks in the menu on the left.
- When the page loads, click the Tasks tab.
- The tab will load and display all tasks associated with the loan. Fill the box in the Done column to mark the task as complete.