Mark Step Complete

From the Planned and pending steps sections on the Details tab of the Plan page, you can mark a selected step complete and record date and status information for the completed step. The step is then moved into the Completed steps section.

  1. From the Planned and pending steps sections on the Details tab of the Plan page, select the step you want to mark as “Complete”.

  2. Select the drop-down arrow next to Step and select Mark complete. The Mark step complete screen appears.

  3. In the Date field, today’s date defaults. If the completion date is different from today’s date, enter the date on which the step was completed.

  4. Select Save to save the information and return to the Overdue steps tab.