You can view a detailed document for a completed task, including the task steps that were performed, with the relevant date and time as well as a captured location, the client's details and signature, etc.
- Click on Monitor.
- Under Task Management, click Tasks.
- Click on the Completed filter to view only the completed tasks.
- Click the actions arrow at the end of the relevant task.
- Click View document.
See below for an example:
