Closing and Re-opening Tasks - New UI

Closing and Re-opening Tasks

Closing Tasks

Task status shows the current state of a particular task. Every task has a status and it relies upon the measure already taken on the specific task. It's essential to mark the status as Completed once the task is done. When a task is associated with a ticket and marked as Completed, then either the support administrator or the other agents will update the completed status to the customer.
 
Note:
  1. The support administrator or the agents with required profile permissions can mark the task status as Completed.
  2. Tasks will be closed, only when the Status of the task is updated as Completed.
  3. The status, Completed, is a system-defined field. An alternate custom field with the same label will not close the task automatically.
Prerequisites:
  1. The agent must have the Tasks module permission.

To close a task

  1. In the Zoho Desk, navigate to the Activities module.
  2. On the Activities home page, click Tasks at the bottom of the left menu.
  3. Open the desired task to mark the status as completed.
  4. In the Task Details page, click the Status field from the left area. 
  5. Click Completed from the status drop-down. 
    The task is set as completed and the time stamp of closure will be updated. 


You can also close the task by selecting the Mark as Complete option at the bottom of the page.




Re-opening Tasks

 Sometimes, there might be a situation to re-open the tasks once they are marked as completed. For example, a customer might report that their support issue was not resolved. In such cases, the support administrator or the respective task owner can re-open a completed task and work on it. 

To re-open a task

  1. In the Activities module, open the desired task to re-open.
  2. In the Task Details page, select Reopen Task at the bottom of the page.
    The selected task gets reopened and the status will be changed to 'Not Started'.