Complete a Journey Task - App V5

Last Updated: March 3, 2026

What's in this article?

  1. Click Journeys from the Case Details
  2. Perform the steps listed
  3. When done with a Task, Click the Ellipses menu
  4. Click "Complete Action" to mark the Task as complete
  5. You will now be moved to the next Task
  6. You can also click the "Complete" box under the Task to complete it when available
  7. If needed you can also skip an task by selecting Skip Action
  8. Some Tasks require that a decision be made, or option selected
  9. Use the drop-down to make a selection
    Choosing an option will move the journey to the next Task
  10. Click Apply to complete the Task
  11. When all tasks in a Step have been completed, the Step will be marked as Completed
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