Skip to main content
Completed By Tasks

Organizing tasks by the user or contact responsible for completing them.

Nick B avatar
Written by Nick B
Updated over a month ago

Tasks help you create, organize, and track your work activities. With the new "Completed By" option, alongside the "Completed Date" feature, you can now easily track who completed a task and when it was done.

NOTE: This feature is currently only available for tasks. Please make sure you're filtering by "Tasks" when on the Activities page.

Adding the Completed By Column

1) Select the "Activities" option at the top, then click on "Tasks."

2) After filtering the Activities page by "Tasks," click on "Choose Columns" in the right-hand corner and make sure "Completed By" is selected.

What Happens Now?

You can now see who completed the task. The image below shows the "Completed By" column added using the steps mentioned above, displaying the person who completed the task.

When a Task is marked 'Completed', the user who updated the Status will automatically be tracked as the 'Completed By' user.

Pro Tip: Your contact can complete tasks, and their name will appear in the "Completed By" column. To learn more about assigning tasks to your contacts, please click here.

Editing a Task

When editing a task marked as completed, you will see the option to edit the User or Contact in the "Completed By" section. Please note that you can only designate one User or Contact, not both.

Other Task Tutorials:

Enjoy!

Did this answer your question?