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How to Mark Tasks Complete

The Simple Version​

  1. Open the task (click it from the Tasks app or from a Stage's Task Overview)
  2. Change Status from "In Progress" or "Pending" to "Complete"
  3. Click Save

That's it! ✅

Task detail page with Status dropdown showing Complete option

Why Completing Tasks Matters​

When you mark a task complete, two important things happen:

1. Progress Tracking Updates​

  • The Tasks Complete % on your Stage goes up
  • The Overall Progress on your Project updates
  • The Open Tasks Count goes down

This helps everyone see how the job is moving forward.

2. Dependent Tasks Unlock (Automatic!)​

If other tasks were waiting on yours to finish, they automatically change from Pending to In Progress and the responsible person gets notified.

Example:

  • You complete "Submit SSSP to Safety Director"
  • Automatically: "Receive SSSP Approval" changes to In Progress
  • Automatically: The person assigned to that task gets a notification

This keeps the workflow moving without anyone having to manually update chains of tasks.

Before You Mark Complete: Checklist​

✅ Is the work actually done?

  • Don't mark complete if it's "almost done" or "waiting on feedback"
  • If waiting, leave it In Progress and add a note in the Notes field

✅ Did you add any important info?

  • Upload files to Attachments if needed (photos, signed forms, etc.)
  • Add notes in the Notes field about what was done or any issues

✅ Are there dependencies?

  • If this task is blocking others, completing it will unlock them
  • Check the task to see if anything depends on it (you'll see references in the Dependencies field on other tasks)

What If I Completed It By Mistake?​

No problem! Just:

  1. Re-open the task
  2. Change Status back to "In Progress" or "Pending"
  3. Save

If it was a dependent task that unlocked others, those will stay In Progress (they won't revert automatically). You might need to communicate with those people.

Recurring Tasks​

Some tasks have Type = Recurring. These are things that happen regularly, like:

  • Weekly safety meetings
  • Daily field reports
  • Weekly equipment checks

When you complete a recurring task:

  • The completed task stays in the system (record keeping)
  • A new copy automatically gets created for next time (usually weekly)
  • You'll see it pop back up in your task list

Don't delete recurring tasks - just complete them and a fresh one will appear.

Tips for Staying Organized​

  • Complete tasks as soon as they're done - Don't wait until end of day
  • Use the Notes field - Future you (or your PM) will appreciate the context
  • Attach proof - Photos, signed docs, email confirmations make life easier later
  • Check dependencies - If you're blocked, leave it Pending and note why in Notes field

Related: See dependencies.md for more about how tasks unlock each other.