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Close Tasks or Events

Publiceringsdatum: Oct 13, 2022
Beskrivning


Events are used to track meetings with prospects, colleagues and customers. They are different from Tasks which are To-Do list in Salesforce.

You cannot close (or complete) an event like a Task. Just like a calendar meeting, it automatically completes when the meeting ends.


There are several different ways to close out completed Tasks.
 

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.

Lösning


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

Classic

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.

 

Knowledge-artikelnummer

000385307

 
Laddar
Salesforce Help | Article