Closing and Re-opening Tasks
Once you've completed a task assigned to you, you must change the status of the task as Completed. When a task is associated with a ticket, you or the other agents will update the same to your customer.
To close a task:
- Click the Activities module.
- In the Activities Home page, click Tasks on the bottom of the left panel.
- Open the task that you want to close.
- In the Task Details page, click the Task Status field.
- Click Completed from the status drop-down.
The task is set as completed and the time stamp of closure will be updated.
Note:
- Tasks will be closed, only when the Status of the task is updated as Completed.
- The status, Completed, is a system defined field. An alternate custom field with the same label will not close the task automatically.
Sometimes, you may need to reopen a task after it was closed. For example, a customer might report that their support issue was not resolved. In these situations, you can re-open a completed task and work on it.
To re-open a task:
- Open a task you want to re-open to view its details.
- In the Task Details page, click the Edit icon (
) in the header.
- In the Edit Task page, set the status of the task to anything other than Completed.
- Click Save.
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