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