Mark Task as Complete

Once you have completed a task, click the empty checkbox to the left of the task to mark it as complete.

To mark a task as complete, 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 opportunities-icon.

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

  6. Click on the Opportunity Name to view the Opportunity details.

  7. Click on the checklist icon, checklist-icon.

  8. On the Tasks window, complete one of the following:

    • Click the empty check icon next to the correct task. The icon turns green for completed tasks. You can also uncheck a task to mark it incomplete.

    • Click on the task name, on the Task Details window, click Complete Task.

You can see all opportunity tasks in the Tasks applet. For more information, see Tasks.