Client Keeper Support
Web AppFollow-Ups and Tasks

How to Complete To-Dos on Web

Check off finished tasks with ease

How to clear finished tasks and manage your history.

  • Marking Complete: Click the empty circle icon to the left of any active task.
  • Visual Feedback: A green checkmark confirms completion, and the task automatically moves to the Completed tab.
  • Reversing Actions: If a task was marked finished in error, go to the Completed tab and uncheck the box to return it to Current.

Video Walkthrough

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