Tasks are available with the Preferred & Ultimate editions of Envision Cloud. To upgrade, please contact our Sales Team at 800.231.9445 or email@example.com.
Selecting to complete a task will open a screen similar to the one shown here.
Steps To Complete A Task:
- Enter any notes about the task into the Completion Notes section.
- Check the box to "Add Completion Notes to Client Notes" if the task is associated with a client and you want the notes to show in the Client Notes on the client's profile.
- Select the Complete button to save and close the task window.
Have more questions? Submit a request