This article will guide you through on how to mark a task as completed after having send an SMS through the Work It using Connect.
1. Access the Work It
Navigate to your task list > Work It.
Select Send an SMS > Connect SMS > generate your message either by manually typing it or Respond with Template.
2. Mark your Task as Completed
Check the “task complete” box > Send message. This will mark the task as completed.
Report Note: Any message sent from Connect will be tracked as a text activity in your Contact Log Report.