Before you begin
Version: v6 (what does this mean?)
Plans: All plans
When you've finished all of your work on a task, you can mark it complete. There are multiple ways to do this, but the two most common are:
- Complete a task in the list, which allows you to quickly mark a task as complete.
- Complete a task with details, which allows you to enter additional completion details, such as notes and how much time was spent on the task.
Complete tasks in the list
Completing a task in the list allows you to quickly mark a task as complete. When you use this method of completing a task, the app automatically populates the following fields:
- The Completed By field is populated with your name.
- The Date Completed field is populated with today's date.
- If the task has an estimated time, the Time Spent field is populated with this value. (Otherwise, time spent is left empty.)
To quickly mark tasks complete directly in the task list:
- In Maintenance > Work Orders, click the work order with the tasks you want to complete.
- Click the Tasks tab.
- In the Result column, select the checkbox for any tasks you want to mark as complete:
- Click Save.
Complete tasks with details
Completing a task with details allows you to record additional information, such as notes and how long it took you to complete it.
To complete a task with details:
- In Maintenance > Work Orders, click the work order with the tasks you want to complete.
- Click the Tasks tab.
- In the Actions column for the task you want to complete, click the ellipses button.
- In the actions list, click Complete:
- If needed, click Change to specify which user completed the task under Completed by:
- Fill out the Date and time completed field. By default, the app populates this field with today's date.
- To specify how long you spent working on the task, enter values in the Time Spent fields.
Tip
If you need to enter more time than the fields allow, you can record it as separate log work entries.
- To add notes about the task, enter them in the Completion notes field.
- Click Save.