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How to…Complete an Activity

You can complete an Activity in BuddyCRM either on Home or Calendar.

To complete an activity in Home, select in the Buddy Bar and view your Activity widget. Find the activity you wish to complete and click on the relevant icon, for example .

A pop-up will appear with all the details of the activity.

Select Edit and then click in the Tick here to complete activity box.

Select Update and a confirmation will be provided that the activity has been completed.

Screen Shot 2013-11-21 at 15.59.01

To complete an activity in Calendar, select  in the Buddy Bar to view your calendar and click on the activity you wish to complete. Follow the same process detailed above to then complete the activity.

 

 

 

 

 

Updated on June 18, 2018

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