Closing and Re-opening Tasks

Closing and Re-opening Tasks

Once you've completed a task that was assigned to you, you must change the status of the task to 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:
  1. Click the [Module] Tab from the top bar.( For e.g. Dashboard, Tasks, etc.)
  2. Select Tasks from the modules menu.
  3. In the Tasks tab, click on the task which you intend to close.
  4. In the Task Details page, click the Task Status field. 
  5. Select Completed from the status drop-down. 


The task will be 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 has been closed. For example, your customer reports that their support issue wasn't resolved or that something strange happened that invalidates the fix. In these situations you can re-open a completed task and work on it. 

To re-open a task:
  1. In the Tasks tab, click on the task which you intend to re-open.
  2. In the Task Details page, click the  icon in the header. 
  3. In the Edit Task page, set the tasks's status to anything other than Completed.
  4. Click Save. 


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