Completing Tasks

Tasks are available with the Preferred level of Envision Cloud. You can update your account on the Account Management Subscription Page


Selecting to complete a task will open a screen similar to the one shown here.



Steps To Complete A Task:

  1. Enter any notes about the task into the Completion Notes section.

  2. 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.

  3. Select the Complete button to save and close the task window.
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