Close tasks
With the Salesforce Lightning experience, the Open Activities and Activity History sections of a record are combined into one Activity timeline. With this change, Open Activities is now called Upcoming & Overdue, and Activity History displays by date. The steps below might vary based on the experience you are using.
After a task is done, you can mark it complete and close it. The task is then removed from your task list and displays in the Activity History section of the associated record. To see a list of completed tasks for any record, go to the Activity History section of that record. To see which activities are completed and which are still outstanding for multiple records, you can run the Activity Summary or Activity Detail report.
You can close a task from the associated record or from your task list on the Home page.
You can only close one task at a time, and the task must be assigned to you.
To close a task
Select your Salesforce experience for further details.
Classic - Delphi users only
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Do one of the following to open the Task Edit window:
- In the Open Activities section of the record, click Cls next to the appropriate task.
- In My Tasks, on your Home page, click the X next to the appropriate task.
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If needed, enter additional information about the completed task in the Comments area.
The Status field is automatically set to Completed.
- Click Save.
Only tasks can be marked complete. Appointments and meetings are automatically moved to the Activity History section after they occur. You can delete an appointment, but doing so removes it from the record's history.
Lightning - Delphi and Delphi Core users
You can close a task from the following areas:
- In the Today's Tasks list on your Home page, select the checkbox next to the appropriate task.
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In the Activity section of the record, select the checkbox next to the appropriate task.
The Status field is automatically set to Completed.
If needed, you can open the task to enter additional information. Click the name of the task, and then click Edit. Make the necessary changes and click Save.
Only tasks can be marked complete. Appointments and meetings are automatically removed from the Upcoming & Overdue section after they occur. You can delete an appointment, but doing so removes it from the record's history.