task history
Not sure if we are missing something. When we complete a task it disappears from the contact and we have no record of it ever existing on the contact screen. I wish there was a Task History tab or an option under Task to show completed. This would be helpful for an admin person to see what has been done with this client when having a phone conversation with them.
You can already do this! To see completed tasks (or both incomplete and completed together), click the Search (magnifying glass) icon at the top of the Tasks grid and you’ll see a dropdown to see Incomplete, Completed, and Both.
Whatever you set here will remain the default for everywhere you go on your user account on JobNimbus. Each user can set this grid to their own preference.
Enjoy!