Completing Tasks

Tasks are available with the Preferred & Ultimate editions of Envision Cloud. To upgrade, please contact our Sales Team at 800.231.9445 or

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.
Was this article helpful?
0 out of 0 found this helpful



Article is closed for comments.