Generic tasks are reminders you can set on specific customers. They are denoted on your workplan with a push pin icon or thumb tack.

Watch this short video or see the steps below to complete a generic task!

Step 1) To complete a generic task click on the task from your workplan to open the customer deal card and navigate to the activity tab.

Step 2) Under the planned section you'll see your Reminder task. Click Mark Complete underneath the task to complete the task and remove it from your workplan.