Client Keeper Support
Mobile AppFollow-Ups & Tasks

How to Complete To-Dos on Mobile

Complete your tasks and record them as you go

Close out your tasks to maintain a clean workspace and track your progress.

  • Finish Tasks: Tap the checkbox next to a task to mark it as finished.
  • Review Progress: Visit the Completed tab to see a history of your finished work.
  • Clear Your View: Completed tasks are instantly archived from your daily list, allowing you to focus on your remaining high-priority items.

Video Walkthrough

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