Marking a Task Complete

Marking a Task complete in AgencyZoom can be done in one of two ways:

 

By Email:

AgencyZoom emails you each morning a task is due.  You are able to mark a task complete directly from the email via the Blue "Done" button. 

 From your AgencyZoom Account:

You can easily identify tasks that are due in AgencyZoom by going to your

  • Dashboard
  • Selecting Today's Tasks (located on the far left of your Dashboard)
  • Click the Mark Complete Box to indicate that the task has been completed

Pro Tip:  From this same view you have the ability to view any overdue tasks, view details of the tasks assigned, have the ability to reschedule and/or delete the task all together: 

 

 

Still have questions? Contact Support

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