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DealerTeam

Complete Tasks for Lightning

Goal

It is counter-productive to leave finished tasks open clean the clutter by closing completed tasks.

After reading this article you will be able to:

  • Navigate to the Task Page
  • Close Tasks
  • Close Tasks from the Home Page
  • Edit Tasks

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to the Task Page

  1. Click the App Launcher icon. 

Click the App launcher.png

 

  1. Enter <Tasks> in the search area. 
  2. Click the Tasks link.

Complete Tasks- type and click tasks.png

 

Step Two: Close Tasks

  1. Select the completed task from the Task List.
  2. Click the Mark Complete button.

Complete Tasks- select and close task.png

 

Close Tasks From the Home Page

  1. From the Home screen click the checkbox next to the completed task in the My Tasks Component.

Complete Tasks- check task from home.png

 

Edit Task Status

If you close the task before completing it Edit the task to display the correct progress.

  1. Click the Edit button.

Complete Tasks- click edit.png

 

Note: Add additional information to task form the edit task screen.

 

  1. Click the dropdown button of the Status field.
  2. Select the accurate task status.
  3. Click Save.

Complete Tasks- change status and save.png