How to complete or reschedule a CRM task?

TB CRM · tasks · Last updated August 17, 2026 · Version 1

This process works in apps: TB CRM

This article will teach you how to mark a task done or move the due date so the dashboard stays accurate.

Completing and rescheduling tasks keeps the CRM dashboard trustworthy for the whole team. Leaving outdated due dates trains everyone to ignore the task list — the same failure mode that killed prior CRM rollouts at many dealers.

Steps

• Open Tasks from the sidebar or from an account timeline.
• Find the task by due date or assignee filter.
• Mark Complete if the work is done — add a one-line outcome note.
• Or edit the due date to reschedule with a realistic next touch.
• Reassign if another rep owns the next step.
• Save changes and confirm the task left the overdue list.
• Check the dashboard to verify counts updated.

Conclusion & best practices

Reschedule with intent — do not silently push everything to “tomorrow.” Completing tasks is how team reporting reflects real activity. Managers should spot-check overdue counts weekly.