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Closing a task

Learn how to close tasks in Joy.

Updated over a month ago

A task is created any time a user is assigned an asset in Joy. By default, when a user completes a task, its status automatically changes to Closed. When a task has a Closed status, it moves into the Completed column on the Tasks page.

The Tasks page. An arrow points to the Completed column where several completed task cards are shown.


Manually closing a task

In some situations you may want to manually close a task. For example, imagine Joseph's role has changed and his new position no longer requires him to review a FlexDoc.

Your ability to manually close a task will depend on who the task is assigned to and your permissions.

To close a task, either view the task or find the task’s card on the Tasks page. Click the More Actions icon. More Actions icon and Manually Close Task.

The Tasks page. The More Actions icon has been clicked for a task called Advanced Energy Solutions Product Guide. Several options are shown including About, Edit Details, Manually Close Task, and Open Asset. An box highlights the Manually Close Task option.

The Manually Close Task window will appear.

The Manually Close Task modal showing a task assigned to Tamar Lomidze. Options appear to override the task's details and add a reason for manually closing the task.

Here you can enter additional details, including notes about why you are closing the task.

Override Details: Turn on this setting to reveal the following options. This setting is useful if you’re closing the task because the user completed something equivalent. If you’re closing the task because it’s no longer needed, you may want to leave this setting turned off.

  • Progress Stage: The status of the task when it is closed. You can change the stage to Not Started, In Progress, or Completed.

  • Successful: If you change the Progress Stage to Completed, you can also decide if the task was completed successfully (Yes) or unsuccessfully (No).

  • Actual Duration (Minutes): The amount of time the user spent on the task.

Reason for manually closing: An explanation of why you are closing the task.

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