Cannot mark a task Completed ?

Please take my question with as much a pinch of salt. I cannot believe this. I am having a devil of a time trying to find a way to mark a task as completed?

I know I am right now on a Trial Subscription and do not know my way around. Don't you think, I should not have to make a post to the Community to learn about this elementary function in a PM software?

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Please take a look at the following article.

https://help.wrike.com/hc/en-us/articles/209603789-Task-Status

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Hello,

I'm not sure if this is in line with the OP's question but how can i get the check box next to tasks, to check complete like it is on sub tasks.

Thank you.

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Stephen

Hi William, all tasks have the option to complete. Click on the task and you'll be looking at it in Task View. From there in the right-hand corner, you can see the current Status. Simple click here and you'll see a drop down of Statuses to choose from.

Select Completed or canceled here to 'finish' the task.

I would also look at Custom Status Workflows help center page. Here you can create and name multiple statuses for Active, In Progress, Deferred, Completed, Cancelled, that make the most sense to your team.

We're here to help, so any further questions, you're in the right place! 😃

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Good morning Stephen,

Thank you for your reply.  I was more curious if there was a way to have the little checkbox to activate the complete like there are on sub-tasks.

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Stephen

Hi Wiliam. I guess you're referring to when you're in List View in the center of your Workspace. The quick checkboxes are just for Subtasks in that view. You have two other choices. 

1. You can open the task, and click the tick instead of a dropdown list. This box will complete the task automatically.

2. Hit the Mass Editing button and select which tasks you want to Complete (or change Status plus some other actions) and complete multiple tasks quickly that way.

 

Hope this helps!

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I've looked at all these resources and I cannot find a way to complete a sub task. In fact, I can't even choose between multiple sub tasks. 

Basically I have a bunch of "Action Items" with check boxes beside them. Each person that has been assigned is able to click on the box and get a blue check mark indicating that their part is complete. I have the box at the top on the left of that window that currently says "In Progress". I can change that to any other status but, I think, that will change the status of the entire task...not just my small Action Item (subtask). So how do I just change my subtask status. I also find that it doesn't highlight at all when I click on it... it's just static.

Thanks

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Hi Sam Truax, happy to see you here on the Community 🙂

You're right, when you have checkboxes inside a task, anyone can click on the box. For that reason, it's advisable to have separate subtasks if there's a particular assignee for each task. You can create a parent task and subtasks under it and assign different people to them:

That way you (or the assignee) will be able to change the status to "Completed" once the task is finished.

Checkboxes are better used for action items when there's just one person responsible for a task. 

Please let me know if anything's unclear, I'll be happy to discuss further 🙌

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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When I receive payment I should be able to mark it as paid, but there is no check box or drop down available. Yet when the company opens it, they can see them

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Juan

Hi Stefanie Burlingame, welcome to the Community! Most likely, this situation has do to with the access role you've been granted in this task. In order to assist you with this, I have opened a ticket with our Support Team. One of our agents will contact you soon 👍
 
Also, please feel free to check our New to Community forum to discover all the resources you can find in our Community 🙂
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Thank you for your response. I will check with the admins.

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Stefanie Burlingame We're happy to help 🤗 Please let me know if you have any other questions. 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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