Complete an Activity
- Navigate to the activity you would like to complete.
- Click within any of the white space of the activity.
- Click Complete at the bottom of the activity pane.
- Click Save or Save & Create New if you would like to complete the current activity and create a new follow up activity.
If you're completing an activity for someone else, you will see the Assigned User drop down that will default to your name. If desired, you can update this name if someone else should be getting credit for the activity.
- Tap the activity tab or navigate to an individual and tap Activity.
- Swipe left on an activity you would like to complete. This will reveal the complete action.
- Tap the green check mark icon.
- Using the picker wheel, select the desired resolution.
- Tap Done.
Cancel an Activity
- Navigate to the activity you would like to cancel.
- Click within any of the white space of the activity.
- Click Cancel at the bottom of the activity pane.
- Click Save or Save & Create New to cancel the current activity and create a follow up activity.
No Show an Activity
- Navigate to the activity you would like to mark as No Show.
- Click within any of the white space of the activity.
- Click No Show at the bottom of the activity pane.
- Click Save or Save & Create New if you would like to mark the current activity as No Show and create a follow up activity.
Reschedule an Activity
- Navigate to the activity you would like to reschedule.
- Click within any of the white space of the activity.
- Click Reschedule at the bottom of the activity pane.
- Edit the Start(Due) and End times and click Save.
