Completing an Activity from the Menu

You can complete a regularly scheduled activity or create and complete an unscheduled activity. An unscheduled activity is an activity that was not scheduled before completion.

  1. Select Complete an Activity from the Add menu. The Complete An Activity window is displayed.
  2. Select the Complete a Scheduled Activity option. Select the Complete check box corresponding to the activity you are required to complete.
    Note: Sort the list by clicking a column heading. To change the direction of the sort, click the column heading again.
  3. Click Submit. The Activity Quick Complete window is displayed.
  4. Select the Complete each record individually check box to set status of the each activity to completed.
    Note: 
    • If this check box is selected, the Set complete date as scheduled and Set complete date to current date and time options are disabled.
    • You can select Set complete date as scheduled to set the scheduled date as completion date.
    • You can also select Set complete date to current date and time for setting the completion date to the current date and time.
  5. Click Submit. The activity details page is displayed.
  6. Click Complete. The Complete Activity window is displayed.
  7. Click Yes.