Close Tasks or Events

To complete a Task from the Home Page

Classic

1. Click X next to the task to access the task detail page.
2. Optionally, add comments to the task. Then Click Save.
 

Note: Status is already changed to Completed when "X" is clicked.
 

Lightning

1. Put a check next to the task subject.
 

Note: Status is already changed to Completed when check box is checked

To close a Task from other screens

1. Click Edit.
2. Set the status to Completed.
3. Click Save.
4. The completed be moved to the Activity History related list for it's associated record.

To close a Task from the Task record

1. Click the Task's Subject name to access the Task Record itself.
2. Click the Edit button.
3. Set the status to Completed.
4. Click Save.
 

Note: Events are automatically moved to Activity History the day after the scheduled event date.
 

Lightning

1. Navigate to Task Tab.
2. Click drop down>Open Task
3. Click Task Subject.
4. Drop down and click Edit and/or Double Click Status to Completed.
5. Click Save.