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How to manage, update and close a task
How to manage, update and close a task

Add a note and change the state of your tasks

Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a week ago

If you assign a task or have a task assigned to you, keeping them updated with information and images on how they are progressing towards their deadline helps keep the flow of work moving along.

Please note - Only the creator of a task or an Admin can close a task.

From the Tasks filter on the left hand panel, you can select the task you are working on to open it fully:

Once you are in Task view, you can begin adding additional information, such as uploads and assignees.

Add Note to add any additional information and uploads to the task and Change state to Pending close to show completion and notify the creator, allowing them to carry out any further action or close the task.

Once a task has been closed, it will disappear from your main view. To find closed tasks, click Filter, State and choose Closed.

Closed tasks can be re-opened by changing the state using the Change state option and selecting the Open or Pending closed state options.

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