Complete or archive a task

Find a task on the Tasks page, mark it done or reopen it from the row menu, and archive or restore it when it no longer belongs on the list.

In the sidebar, open Projects & Tasks, then Tasks. The page address is /work/tasks. The list shows every task you are allowed to see; the row menu is where you finish, reopen, archive or restore one without opening it.

Before you start

• Marking a task done or reopening it needs the Update tasks permission.
• Archiving needs Archive tasks; bringing one back needs Restore tasks. Without them, Archive and Restore are not in the menu.

Steps

1. Type in Search tasks at the top, or press Filters and narrow by Status, Lifecycle (Active tasks, Archived tasks or All tasks), Person and Role (Owner, Collaborator, Follower or Any involvement), Account, Project or Work Order.
2. Open the menu at the end of the task's row.
3. Choose Mark as done. The task moves to your organization's completed status. On a finished task the same item reads Reopen.
4. To take a task off the active list, choose Archive. Archive this task? names the task and its subtasks; give a reason if it asks for one, then press Archive task to confirm.
5. To bring one back, set Lifecycle to Archived tasks, open the row menu and choose Restore, then confirm with Restore task.

Already on the task? Open its Actions menu (⋯). Archive task is the last item, in red. An archived task still opens: a banner at the top says it is archived, nothing on it can be changed, and Restore task brings it back.

What you see

• Each row shows the Task, its Status, Assignee, Due date, what it is Linked to and when it was Updated. Press Manage columns to add Priority, Start, Completed and others.
• Edit in the row menu opens the task for editing. On a phone, each card also has a pencil button that does the same.
• Reset filters clears everything you set. Saved views keeps a filter set for next time.

If something looks different

• Mark as done is greyed out: your role cannot update tasks, or the task is already in that status.
• Archive and Restore are missing from the menu: your role lacks those permissions.
• No tasks found.: the search or filters excluded everything; press Reset filters.
• Archiving a task also archives its subtasks, and restoring it brings them back. That is expected.
• You want to see only your own work: My Work in the sidebar shows it sorted by urgency; see See your work for today.