How To Mark a Task as Complete / Done

Completing a task in The Smart DMS involves a guided process that confirms execution, captures client details, collects feedback, and (optionally) prepares data for commissions. This is especially important for commissionable tasks.

Task completion has two core phases:

1. Confirmation Phase – You confirm who worked on the task, select the client account, complete any available checklist, and enter customer feedback.
2. Payments Phase – If the task type is commissionable, the payment details are mandatory for calculating marketer commissions. If skipped, commissions will not be awarded.

Steps to Complete a Task #

1. Navigate to the Tasks page, or use the global search bar to find the specific task.
2. Click View on the task.
3. From the task page, click the three vertical dots (⋮) and select “Complete Task”. If you don’t see this option, the task is already marked as complete.
   
4. Fill out the guided form in four simple steps:

Confirmation Phase – Completion Form Steps #

1. Employees #

Confirm the employees who executed the task.

• Simply select from the list of assigned employees.

2. Client Account #

Capture the client’s account information.

• Account Name is auto-filled.
• Account Number and Type are required (especially if commissions apply).

3. Questionnaire – Customer Feedback #

Collect direct responses from the client:

• Examples:
  • “Are you satisfied with how cabling was done?”
  • “Is your internet working?”
  • “How much did you pay?”

The feedback questions are defined in the Task Types page. Learn more here.

4. Checklist #

Tick off any task-specific requirements:

• e.g., “Client to pay for services.”

The checklist items are defined as you create the task. Learn more here.

After reviewing all details, click Submit to complete the task.

Payments Phase – Completion Form Steps #

If the task has associated charges (like installation fees, transport fees, etc.), they need to be settled and recorded as payments.

1. Scroll to the Charges section of the task.
   
2. Locate the specific charge item (e.g., Package Fee, Router Fee).
3. Click the Manage Payments button next to the charge.

A modal will open showing:

• Invoice Breakdown – You’ll see how much has been paid vs. how much is still pending.
• Existing Payments – If the charge has previous payments, they’ll appear in a list.
• Click Add Payment to record a new one.

You’ll be presented with a form like one above, whose field description is as below:

Field	Explanation
Payment Method	Choose how the client paid (e.g., Cash, Bank Transfer, M-PESA, Card).
Payment Gateway	The system or tool used to process the payment (e.g., PayPal, Stripe, manual).
Account	The account associated with the invoice. Pre-filled.
Invoice Amounts	Displays breakdown of what has been paid and what remains unpaid.
Payable Type	Always set to Charge for task charges.
Payable ID	Internal reference to the charge being paid for.
Payer Type	Typically Client, but could be another party in some setups.
Payer	Shows the client responsible for this charge.
Transaction ID	Reference number for the payment. Useful for reconciliation.
Currency	Currency used to make payment.
Amount	How much is being paid in this transaction.
Is this payment paid?	Select Yes to mark as fully paid, or No if pending (e.g., in transit).
Paid At	Date and time when the payment was made.

Once completed, click Submit to save the payment.

If the charge was commissionable and the task was assigned to a marketer, the commission details will appear below the charge’s payments.