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.
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.