Completing a Finished Task/Action

Once the participant in work flow of your task/action has accepted the task/action marking the work flow as finished the creator of the task/action can mark the task/action as being completed.

1. From any IntelliDealer screen, move the cursor over Quick Links and select Task Tracker from the pop-up menu.

   
   

   Financial Management Quick Links screen

2. The Task Tracker screen will appear.

   
   

   Task Tracker screen

3. On the Task Tracker screen, fill out the appropriate fields and click the Go >> link.
   The Task Tracker screen will refresh listing the generated search results.

   
   
   

   Task Tracker screen

4. The Status of the task/action will be marked as Finished.

5. Click on the ID.
   The Task/Action tab will appear.

   
   

   Task/Action tab
   

6. On the Task/Action tab, selected Completed from the Status drop down list.

   
   

   Task/Action tab

7. Click the Save button.
   A Confirmation screen will appear.

   
   

   Confirmation screen

8. Click the Continue button to complete the task.

   Note:  
   Once a task/action is marked as complete it cannot be modified.

9. The Task/Action tab will appear indicating that the task/action is marked as Completed. The date the task/action was completed will be displayed next to the Status field in parentheses.

   
   

   Task/Action tab