Complete or reopen tasks
You can complete tasks in two ways - either click the checkmark icon in any list view, or open the task and hit the Complete button. Here’s how:
- From list views (like Tasks or Tracker): Click the checkmark ✔️ icon to the left of the task name.
- From the task view: Open the task, then click the Complete button (usually bottom right).
That’s it. Task marked complete.
Need to undo a completed task? Just open it and click Re-Open.
- Open the completed task.
- Click the Re-Open button.
The task becomes active again.
If you need to restrict task completion and reopening to only assigned members, use the “Only assigned members can complete or edit this task” setting in the Advanced tab:
- When editing the template, click the task step.
- Go to the Advanced tab.
- Switch ON the toggle “Only assigned members can complete or edit this task”.
Here’s what happens when you turn this on:
- Only people assigned to the task can complete it
- Only assigned members can reopen the task after it’s completed
- Non-assignees won’t see the Complete or Re-Open buttons
- Nobody can accidentally (or intentionally) complete someone else’s work
Got a task with a checklist? These work a bit differently. The checklist form field acts like mini subtasks you need to check off.
- Open the task containing the checklist.
- Check off subtasks as you complete them.
- Important: Note if the checklist has completion rules (set in the template):
- If it requires ‘at least one’ item checked, make sure at least one box is checked.
- If it requires ‘all items’ checked, make sure every box is checked.
- Once the checklist rules (and other required fields) are met, the main Complete button becomes available. Click it to complete the main task.
You can’t complete the main task until all its required fields are filled out - including any checklist requirements. The Complete button stays grayed out until everything’s done.
Guests > Re-open tasks as a guest
Actions > Automate changing the status of tasks
How To > Ensure everyone in your team completes an approval or task
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