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Practice Creating and Closing Tasks

Lesson Progress

Practice Creating and Closing Tasks

Remember:

  • You can create a task from the Related List column on the left side
  • Click “Open Activities” to see all the open tasks associated with that record
  • You can close the activity by clicking the green check next to the task name or by clicking into the task and clicking ‘Close Task’
  • Open tasks appear as a flag next to the name of a record in the record view
  • Once closed, all tasks are moved to “Closed Activities” and do not trigger any more notifications or reminders