Closing Tasks

Closing a task removes it from your active task list, stops reminder emails, and lets your team know the work is done. Use Canceled when the work was not needed.

Closing a task

Step 1: From the Tasks list, click the ⋮ menu on the task card and choose Close.

Step 2: In the Close dialog, enter Notes explaining what was done or why the task is being closed.

Choose the Close option that matches the work:

• Closed: the work is complete.

• Closed - Pending Invoice: the work is complete, and the task is waiting on an invoice.
• Canceled: the work was not needed. Use Canceled instead of Closed when no work is required.

Step 3: Click Submit to close the task. Once submitted, the task is removed from your active task list.

Reviewing Closed and Canceled tasks

Use the Status filter on the Tasks list and select both Closed and Canceled to see every task that has been closed out.

Open a canceled task to review its details and history. The history shows who canceled it and when.