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How to clear a task from your 'Today' dashboard

Clearing all of your tasks means you're done for the day

Louise Buscombe avatar
Written by Louise Buscombe
Updated over a year ago

DenGro's lists of tasks keeps everyone in-practice on track and leads creeping closer to conversion. Each dashboard task represents something that needs to be done by a member of the practice.ย 

To clear a task on your dashboard:

Step 1.
Open the task by clicking on it.

Step 2.
Answer the question that's posed, usually at the bottom of the task.

Step 3.
Your answer will cause a subsequent question or required action to appear.

Step 4.
Complete any information required.

Step 5.
Click 'Done'

The task will be removed from the dashboard.

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