Completing a Task via the pop-up
If a task is assigned to you, when you open the record associated with the task a pop-up appears in the upper-right corner of the record, as seen below. The pop-up contains the Task ID, Task Type, a Description of the task, a box to enter Comments, and a Complete button.
To minimize the pop-up, click the arrow icon
in the upper-right corner.
To close the pop-up, click the
icon in the upper-right corner (it will re-display when you refresh or re-open the record).
Once you click Complete, the pop-up disappears and a Task Completed banner appears briefly in its place.
Completing a Task via the Tasks List
Open the task via the Tasks List.
Click the
button.Fill out the Notes for the completed task if required.
Click
.
Reviewing Task Notes via the Task Details or Column in the sub-grid
Once you Complete the Task, notes appear in the Task Details and in the Tasks sub-grid in the record. NOTE: You may need to use the Columns drop-down to show Completion Notes in the sub-grid.