Next Steps will help you stay organized and on top of your tasks. But what happens with those you have completed? Quite simple, just mark it as Done.
Navigate to the Next Step
Each Next Step can be marked as Done in different locations, within the tab you created it from, on the Next Steps tab or from the Calendar.
From your Tabs
Go to the desired Tab, then click on the element with the Next Step you have completed. On the Next Steps segment, there are three vertical dots on the right side of the Next Step. Click on them to reveal the available options. Then click 'Done'.
In the following window, you will be able to add notes to the Next Step you are about to complete if necessary. Once you are done adding them, click the 'Done' button.
From the Next Steps tab
Go to the Next Steps Tab, then click on the description of the Next Step you have completed.
This will take you to the 'Edit Next Step' window, where you will find the 'Mark Next Step as Done' (1) button. Click on it once you are done with the Next Step. This will add two additional fields to the Next Step: Completed Date and Time Completed (2), they will autofill with the information of the current day/time, but you can always change them as needed. You can also add a note on the right side. Once you are ready to complete the Next Step click the 'Save' button.
Completed Next Steps
This status change can be visible under the Next Steps tab. Here you can also see the date when the Next Step was completed.
This action cannot be undone. Once a Next Step is marked as 'Done' if you click on its description you can see its notes.