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Conga Support

Completing a Task

An individual task, as well as a task in a task list, are both "completed" in the same way. When you complete a task, you can provide notes on how and when the task was completed, capturing a history of the tasks associated with the Contract, Company, or Project Profile.

A task is completed from the Tasks browse screen in a Contract Profile, Company Profile, and Project Profile.

  Although the Contract Profile is used in the example below, the same steps also apply to completing a task in a Company Profile and Project Profile.



Tasks link

Click to display the Tasks browse screen.


Task record

Locate the task you want to complete.

Note: To quickly locate a task, you can click on a column heading to sort the data in ascending (A-Z or 0-9) or descending (Z-A or 9-0) order.


Complete icon

Click on the task's icon to display a Task Completion window.

Note: This icon only displays if you are the task "owner" (person responsible for completing the task), or if you are the person who created the task.


Notes field

Enter information on how and when the task was completed. If you are completing a task for the task owner, provide your name as the person who completed the task.


Submit button

Click to save your information and complete the task. The system moves the task to the "Completed Tasks" view and stores the completed task (in strikethrough text), where you can view it along with its closure notes.

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