How to Complete, Edit or Delete a Task

Mark tasks as done, reopen them, view details and delete tasks you no longer need.

Updated · Sep 24, 2026

How to Complete, Edit or Delete a Task

Mark a task as done

Select the circle next to the task, or open it and select Mark as completed. The task moves to Completed.

Changed your mind? Open it and select Mark as not done to reopen it.

View task details

Click a task to open Task details. You see:

  • The description
  • The Due date and time
  • Who it is Assigned to
  • The linked Contact, with View contact to open their profile

Delete a task

  1. Open the task.
  2. Select Delete task.
  3. Confirm.

Deleting cannot be undone. If you just want it out of the way, mark it as completed instead.

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