How to Complete Task

Last reviewed: June 9, 2026

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Use this workflow to mark CRM follow-up work complete after the work is done.

When to use this workflow

Complete a task after the call, email, meeting, note, quote follow-up, or other CRM work has happened. Completing tasks keeps Today's Focus and List View accurate for the sales team.

Steps

  1. Open Dashboard > CRM > Tasks.
  2. Use Today's Focus, List View, or Calendar View to find the task.
  3. Open the task.
  4. Review the company, opportunity, subject, notes, priority, and date.
  5. Check Completed.
  6. Update notes if needed.
  7. Save the task.

You can also complete an incomplete activity from an opportunity detail timeline when the Complete action is available there.

What happens behind the scenes

PAX updates the same activity log record instead of creating a new one.

The activity is marked completed. PAX preserves useful due-date history for completed tasks so late or on-time follow-up can still be reviewed.

Completed activities appear in completed sections instead of open task sections.

If the completed activity is linked to a prospect with status New, PAX can update the prospect status to Contacted.

Completing a task does not create a quote, Sales Order, invoice, shipment, campaign email, or accounting entry.

Troubleshooting

I completed the wrong task

Likely cause: The completed checkbox was saved on the wrong activity.

Safe fix: Open the activity and correct the completion status if the record is still editable. Add a note if needed to preserve context.

Contact support if: The completion status cannot be corrected.

The task still appears overdue

Likely cause: The list may not have refreshed, or a different duplicate task is overdue.

Safe fix: Refresh the Tasks screen and check the subject/company details.

Contact support if: The completed task continues to appear as overdue.

A prospect status changed to Contacted

Likely cause: Completing an activity for a New prospect can move the prospect to Contacted.

Safe fix: This is expected when outreach is complete. Edit the prospect status only if it no longer represents the sales process.

Contact support if: The prospect status changed without a completed activity.

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