Tasks can be closed from either the Tasks Module or from the matter details page where the task is associated.

Complete a Task form the Tasks module

1. Go to the Tasks module.
2. Find the desired task and click the Status of Open in the Task Status column.

3. From the popup window shown below, select Completed from the Task Status drop down menu. (Optional) Enter the appropriate Closed On date if different than the current day.
4. (Optional) Add a Comment.
5. (Optional) Create a billing item for the task.
6. Click the Set Status button.

Complete a Task from the Matter Details Page

1. Go to the Matters module.
2. Open the Matter for the task to be completed.

3. Locate the desired task in the lower portion of the page and click on the Task Status you wish to complete.

4. From the popup window shown below, select Completed from the Task Status drop down menu. (Optional) Enter the appropriate Closed On date if different than the current day.
5. (Optional) Add a Comment.
6. (Optional) Create a billing item for the task.
7. Click the Set Status button.