Complete a Task on the Work Plan Page

Video

Mark a task or task milestone complete to indicate that all work has been performed on the task. After the task is completed, you cannot modify certain fields, including dates, company, and duration. To enable all fields on the task, remove the completed date.

When a task is marked complete, the completed date on the task is set to the task's due date if it is today's date or earlier. If the task's due date is blank or set to a future date, the completed date is set to today's date. A task's completed date can be modified to a past date after it is marked complete. A task's completed date cannot be set to a nonwork day if Use Only Work Days is enabled. Completing a task due in the future may affect the hand-off sequence of the task.

To complete a task on the Work Plan page:

1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
2. From the  Main Menu, select  Tasks, and then select Work Plan.
3. Complete a task using any of the following methods:
   • Right-click a task in the hopper or planning board, and then select View Task Details. In the Task Details dialog box, select  Complete. Select Save.
   • Select the  Complete icon on a planning board task card.
   • Select a task in the hopper or planning board, and then select the  Complete icon in the info bar.
   • Right-click a selection of one or more tasks, and then select Complete Tasks.
4. All changes made to this page are saved automatically.

Tips

• You cannot mark a task complete if:
  • The task status is set to Pending and there are one or more commitments.
  • The task is assigned to another user, and you do not have the required Commit to and Complete All Users' Tasks security privilege.