Innovate. Connect. Grow.

Amplify your business with the only Salesforce solutions optimized for financial services.

Complete a Task

To remove a Task from your task list, you can either mark it as completed or delete it.

To mark a Task as Completed from your Home page or the Contact page in Lightning:
  • Option 1: Check the checkbox next to the subject of the Task you want to close.
    • this is draw a line through the task and a few moments later it will disappear, automatically completing the task.​
  • ​Option 2: Hover over the subject to make it click-able and select the task to open the details.
    • Enter any Comments in the task if needed.
    • We recommend adjusting the subject line to reflect what exactly was completed.
    • Change the status in the top right corner of options or hover over the pencil next to the status and change it to Completed
    • Click the Save button.
      You can also create a new Task by clicking the Create Follow Up Task button.
 
To mark a Task as Completed from your Home page in Classic:
  • Click the X link to the left of the Task you want to close.
  • Enter any Comments in the task if needed.
    • We recommend adjusting the subject line to reflect what exactly was completed.
  • Click the Save button.
  • You can also create a new Task by clicking the Save & New Task button. 
To mark a Task as Completed from the Contact’s record:
  • Hover over Open Activities.
  • Click the Cls link to the left of the Task you want to close.
  • Enter any Comments in the Task if needed.
  • Click the Save button.
    • You can also create a new Task by clicking the Save & New Task button.

Related Videos:

Did you find this article helpful?