Remove a Completed Task from the Pending List

Tasks associated to a record remain listed in the Pending activities section of the Activities page, unless you indicate you completed them. For example, if you have a pending overdue task to create a demo for your customer, you must mark the task as complete to remove it from the Pending list. If you want to record task completion on the day you completed it, then you must change its due date to match the day you completed it.

1. For marking the task as complete, there are two options:
   • Display one of the records the task is associated with and click All Activities to open the Activities page and locate the task.
   • Navigate to the Activities work area and locate the task there.
2. If you want the task listed in Activities on the date you completed it, then: do the following:
   1. From the Actions menu (three vertical dots) on the right side of the page, select Edit.
   2. Select the Complete status.
   3. Select today's date as the Due Date.
3. To mark the task as complete, without changing the date, select Mark As Complete the Actions menu on the right side of the page.
4. Click Save.