Marking an Activity Done

When you complete an activity you should always mark it done. Once an activity is marked done, it will no longer appear in activity lists reminding you to perform it. You can view the completed activity on the Activities Summary screen and from the Activities tab of the associated record.

If you marked on activity done and want to reverse this, you can mark the activity as "incomplete". See the "To undo a mark done" procedure below.

To mark a single activity done:

This procedure describes how to mark an individual activity done. For instructions on marking multiple activities done, see the "Performing Mass Actions on Activities" topic.

1. If you are working with activities from the:

   • Activities Summary screen, you can search for the activity by specifying search criteria and then clicking Show Activities. Otherwise, proceed to step 2.

   • Listing To-Dos or Closing To-Dos screen, click the To-Dos link in the appropriate section.

   • Contact/Referral/Listing/Closing record, click the Activities tab.

2. Click the icon beside the activity you want to mark done.

   If the activity is a parent activity(an activity that has dependent activities that won't occur until it has been completed) or an activity linked to a listing or closing, proceed to step 3. Otherwise, skip this step.

3. If you are working with a:

   • Parent activity(an activity that has dependent activities that won't occur until it has been completed), specify the activity's completion date on the Set Completion Date dialog box. Example:

     Activity B is scheduled to occur 10 days after Activity A is completed. Activity A was not completed on the scheduled date. Activity B will occur 10 days after whatever date you enter in the Completion Date field.

   • Listing or closing activity, the Add Activity to Service Activities dialog box appears. More Info:

     Select whether you want to create a service activity. The activity will be included in the service report you give to your clients.

     • Yes & Add Details Now: Marks the activity done, creates a service activity and allows you to record details.

     • Yes & Add Details Later: Marks the activity done and creates a service activity. However, details will have to be added at a later time.

     • No: Marks the activity done. A service activity will not be created.

To undo a mark done:

Note: You can only mark an individual activity as "incomplete".

1. If you are working with activities from the:

   • Activities Summary screen, use the drop-down list to select the activity Type, and then click the Show Activities button.

   • Listing To-Dos or Closing To-Dos screen, click the To-Dos link in the appropriate section.

   • Contact/Referral/Listing/Closing record, click the Activities tab.

2. If desired, specify filter options to find the activity you want to mark as "incomplete". More Info:

   1. Select the activity's Type and Date range from the drop-down lists.

   2. Select Complete from the Status  drop-down list.

   3. If you are a part of a team account or have assistants, select who the activity is Assigned to from the drop-down list.

   4. Click the Show Activities button.

3. Click the Undo Mark Done icon adjacent to the activity you want to mark "incomplete".

The activity is marked "incomplete" and will appear in activity lists reminding you to perform it.