AdvoLogix Help

Activities Tab: Close a Task or an Event

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You can navigate to an open task to complete/close it from any Open Activities related list

Navigate to Activity TAB

Go to the Activities Tab

Activity List View

Activity List View

Navigate to the activity record you wish to close.

Click Edit

Closing Task from the Activity Record

Closing Task From An Activity's record

1. Change the Status to completed (or what ever your organization uses to denote CLOSED)

2. Click the SAVE button

Close an Event

Only upcoming events display in the Calendar section.

Once the event date has passed, the event automatically displays on the Activity History related list.

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