Task Scheduler - Close a Task

Closing a task from your digital Inbox removes the task from your Inbox and allows any additional workflow items that may have been dependent upon your task to proceed. The task and all of its information is permanently stored with the project.

Closing a task signifies that you have completed the work that was assigned to you. It is strongly recommended that you enter a progress note when closing a task.

To close a task that is displayed on your Inbox follow these steps:

• Click to select the desired task
• Click on the Close Task toolbar icon or use the shortcut keystroke Ctrl+W
• In the Close Task screen that is now displayed enter the necessary information
• Click OK to close the task

• The Close Task screen allows you to:
• Enter time spent input for the task
• Enter a progress note for the task
• Add a reminder to the task