Close and Reopen a Task

Once a Task is completed, it’s important to mark it officially "Closed" — kind of like checking an action item off your to-do list.

To close a Task

In a Customer's Profile, click Close from the Task card in the Conversation Timeline or the Task Panel.

Task management interface showing important notes and options for closing tasks.

Once a Task is closed (and there are no other Tasks open,) the Task also disappears from your My Customers list.

Reopen a Task

You can also reopen a closed Task if it turns out more work needs to be done. Closed task notification with option to reopen and important notes from Claire Adams.

To reopen a Task, click Reopen on the top right of the Task (in the Customer's Conversation Timeline) or the Task Panel.