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How do I complete or close a task or event?

Knowledge Article Number 000005221
Description

How do I complete or close a task or event?

Resolution To complete a task from the home page, click the "x" next to the task. This will bring you to the task detail page and set the status to "Completed". At this time you can add comments to the task and click "Save". To close a task from another screen, simply click "Edit", set the status to "Completed", and click "Save". The completed task will then be moved to the Activity History related list for the record to which it was associated.

Alternatively, you can click the Subject name and it will take you the task record itself where you can click Edit button and set the Status to Completed then Save.

All events will automatically be moved to the Activity History the day following the scheduled event date.




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