Close (or Delete) a Task

You can close a task from the contact record or your task list. This flexibility makes it easier to stay organized, whether working from an individual contact’s profile or managing multiple tasks simultaneously.
 

Option 1: Close a Task From a Contact Record

1. Go to the Contacts tab in the left-hand navigation menu.
2. Open the contact you’re working with.
3. On the right side of the screen, locate the Pending Tasks folder.
4. Hover your mouse over the checkmark-in-a-circle icon next to the task.
5. Click the icon to mark the task as complete.

This action will move the task out of the pending state and mark it as closed in the contact's history.

Option 2: Close a Task From Your Task List

1. Click on the Task List tab from the left-hand navigation.
2. You’ll see all the tasks currently assigned to you.

To Close Multiple Tasks at Once:

• Use the checkboxes to select the tasks you want to close.
• Then, click the Complete button in the top-right corner.

To Close a Single Task:

• Hover over the checkmark-in-a-circle icon next to any task.

• Click to mark that task as complete.

This is the most common method, as it aligns with a natural one-task-at-a-time workflow.

Deleting Tasks

If you need to remove a task entirely (not just mark it as done):

• Use the same checkbox selection method as above.

• After selecting, click the Delete button that appears.

Keep in mind that deleting a task will permanently remove it from the system.

Extra Tips

• View Linked Contact: Each task includes a clickable contact name. Left-clicking opens the record in the same tab, while right-clicking opens it in a new tab—handy for quick updates without losing your place.
• Task History: Once completed, tasks are stored in the contact’s History folder for future reference.