Manually completing a task

Sometimes a task gets handled outside of email. A TC picks up the phone, gets a commitment, and now the AI is still waiting on a reply it'll never see. Mark it done manually.

How to mark complete

Every task row on the deal page has a ⋯ kebab menu. Click it, then:

Mark complete… — opens a small modal. Add a reason ("handled via phone with seller's agent"). Click Mark complete. Task flips to done, shows up in the Completed strip with your reason inline, and the engine moves on to the next prereq-gated task.
Dismiss (not applicable)… — use this when the task doesn't apply to this deal. E.g. "Coordinate HOA estoppel" on a deal that ended up not being an HOA property, or "Lender intro" on a cash deal that got re-labeled. Reason required.
Reopen task — only visible on already-closed tasks. Flips back to pending so the engine picks it back up.

Where the actions appear

The same kebab menu is on every surface that renders a task:

Needs You Now (active tasks on the deal page)
Next 14 Days timeline
Completed strip (Reopen only)
Blocked cards

Wherever you can see a task, you can act on it.

Why the reason matters

Your reason appears in three places:

The task's Completed entry — "marked done by you — handled via phone"
The Activity feed — as a manual action row
The audit log — for the "why did this happen" question later

It's free-form text. Keep it short. Future-you will thank present-you.

Downstream effects

When you manually complete a task:

Any task whose prerequisite was this one becomes eligible to activate.
The deal's progress bar fills in.
If the task had a pending drafted email waiting to send, that draft is cancelled (you don't need the engine to follow up on something you already handled).
If the task template had an artifactSlot, and you mark it done manually without providing an artifact, the slot stays empty — the engine won't hunt for an unsolicited PDF to fill it.

If you made a mistake

Reopen the task via the kebab menu. The status goes back to pending. The audit log preserves both the original completion AND the reopen — you don't lose history.

What if you marked the wrong one?

Reopen + then mark the correct task. Don't try to force-fix via the database — the audit trail is the truth.