Knowledge Base

Record Page - How do I complete a task on Riliance?

Last Updated: Dec 07, 2018 10:59AM GMT

1) On the home screen task list, use the search box to find the task, and select View.
2) In the record page, select View on the Task List. (right side of the screen)

3) In the Complete Task screen, enter the information required, including details and dates. 

4) Once you are happy that you have entered all relevant information, press Complete Task.

5) The task is now complete, and the record has been updated.

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