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Complete a listed task or open its related deal
You complete the task or access its deal context from the list.
Before you start
- Access to the Tasks page.
Step by step
Open Tasks and find the item.
If a deal name appears below the title, click it to open the Pipeline card.
To complete directly from the list, click the square beside the task.
Check that it disappears from the open list.
Check your result
You complete the task or access its deal context from the list.
What you need to know
- Standalone tasks do not have a deal link.
- To reopen a linked task, open the deal and clear completion under Tarefas (Tasks).