AdvoLogix Help

Activities Tab: Close a Task or an Event

Updated on

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.

Previous Article Adding the 'Attachments' Related List to the Task Page Layout
Next Article Related List: Open Activities: Close a Task or an Event
Still need help? Click here!
AdvoLogix® is a registered trademark of AdvoLogix.com LLC a Texas Limited Liability Company. All references to other trademarks belonging to third parties that appear on this website, documentation, or other materials shall be understood to refer to those registered trademarks owned by others, and not to any trademark belonging to AdvoLogix. Otherwise, all material herein is the copyright of AdvoLogix.com LLC. All Rights Reserved.