How to Mark a Task Complete on a Marketing Plan in Trax

Why is this important to me?

Flag tasks when they are completed.

Step 1: Open a marketing plan record.

Note: Refer to the How to Search for a Marketing Plan in Trax document to help open a marketing plan record.

Step 2: Click the Tasks tab.

Step 3: Click the expand icon next to the task you want to mark complete. Click Complete.

Step 4: Enter the date you completed the task in the Completed field.

Step 5: Click the Save button.


Article ID: 3360
Thu 1/28/21 5:37 PM
Fri 1/29/21 10:04 AM