If you're anything like Penny, you love to keep track of all of the work you put into your business and set goals for the future! 😉
Penny allows you to view your "completed" tasks in detail up to the last 2 weeks so you can track your progress. Keep reading to see how.
View completed tasks
1 - Select the "Customer Care", "Prospecting" or "Custom Lists" option in the lefthand side menu
2 - Another menu will appear beside, select "completed ✔️"
3 - There, you can toggle between completed "Prospecting" tasks, completed orders ("Customer care") tasks by switching the options on the lefthand side.
4 - Click on the task you want to see. Check! ✅
Like this! 👇
Important Note: At this time, the completed tasks feature displays up to 2️⃣ weeks past, however, all completed tasks for an individual can be seen on their profile "Activity" thread.
Here is an image to show you how to view completed tasks from the Daily dashboard 👇
How to "Undo" a task
Marked a task as Complete by mistake? That's okay, Penny is smart enough to know we make mistakes sometimes. So she made it possible to "undo" them, too!
🌶️ Hot Tip 🌶️ You can "undo" a recently completed task (up to 2 weeks). Phew!
Undo tasks from the same day
When you complete tasks the same day, the task will remain in your "Daily" dashboard. You can undo right from that daily page:
1 - Click one of the completed task options which appears on the right of the "Daily" window in the web app or at the bottom of the "Daily" screen on the mobile app.
*This will open Penny's task details panel.
2 - Then, click "Undo" beside the task
That's it! 🎉
Undo tasks from 2+ days
1 - In the web app, click the "Customer Care", "Prospecting" or "Custom Lists" option in the lefthand side menu
2 - Another menu will appear beside, select "completed ✔️" at the bottom.
3 - Click on the task you want to undo.
4 - Click the "Undo" button. Tada! 🎉
Wondering about how to delete a task permanently?
Have a #BigDay! 🤩
The product images shown are for illustration purposes only and may not be an exact representation of the product.