Complete, edit or delete a task

Mark a task done from Today, a contact or a deal, and change or remove it from the contact's Tasks tab.

Mark a task done wherever you see it, and change or delete it from the contact’s Tasks tab.

Mark a task done

• On Today, click Complete. If the task belongs to a contact, Relivo then opens Log it, then set the next step so you can log what you did.
• On a contact’s Tasks tab, or their Next action, click the round button beside the task (Mark done).
• In the contact preview, click the round button beside the Next action.
• On a deal’s page, click the round button beside the task under Tasks.

A finished task stays on the Tasks tab, crossed out, and the contact’s timeline gets a “Task completed” line. Any reminder it had is canceled. A task can’t be reopened once it is done.

Edit a task

To move a task off Today without finishing it, give it a later Due date here.

You can also change the contact’s Next action with Edit beside it. Edit next action opens with the reminder empty, so if the task had a reminder, set it again before you click Save changes, or it is removed. Editing from the Tasks tab keeps the reminder as it was.

Delete a task

On the Tasks tab, hover over the task and click the trash button, then click Delete, or Keep to leave it. Deleting cancels its reminder.

Tasks without a contact can only be completed, from Today. Tasks on a deal are edited and deleted from the deal contact’s Tasks tab.