This How-to covers marking Tasks as complete from the Events tab for the appropriate matter, the Task List View in the calendar, or the Home tab.
To view an instructional video of these steps, click the link below.
Tasks are "to do" items. You use them in Prevail to assign actions or duties to users. Tasks are usually associated with a matter, but you may also have tasks that aren't associated with a specific case. After the user has completed the "to do" item, he or she can mark the task as complete in Prevail.
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Instructions
Go to the Home tab, task
Click 'Complete Task.'
Note: You can do this from the Calendar, Events Tab, or the Events tab for the related matter.Right-click on the Task
Choose ‘Complete' OR Click once on the task and click the ‘Complete Task’ button.
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Home Tab.
Note: When you complete a task assigned to you by another user, they will get a notification that you completed that task.
Related articles
Creating a Task, Completing a Task, Creating an Appointment, Modifying an Existing Appointment, Cancelling .vs. Deleting an Appointment, Rescheduling an Appointment.
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