Archive Opportunity Task

You can archive any task in Incomplete status. To view archived tasks, go to the Tasks applet.

To archive an Opportunity task, complete the following steps:

1. From a browser, go to: https://console.command.kw.com.

2. Log in using your Keller Williams user name and password.

3. On the top-left corner, click Command.

4. On the left toolbar, click Opportunities .

5. Click on the phase (Cultivate, Appointment, Active, Under Contract, Closed) that contains the Opportunity.

6. On the Opportunity card, click on the checklist icon, . You can also click on the icon in the Opportunity details.

7. On the Tasks window, you can expand or collapse the tasks in each stage. To hide completed tasks click Hide Completed Tasks, to show all tasks, click Show All Tasks.

8. Click the ellipses icon (on the far right) for the incomplete task you want to edit and select Archive.