• Work with WorkSmart Tasks
  • Close
  • Complete
  • Configure Defaults
  • Create
  • Delete
  • Edit
  • Open
  • Process
  • Reassig
  • Reschedule
  • Route
  • Set Task Attributes
  • Set Task Priority

Close a Task

You can close a task that is being viewed in a file (displayed at the bottom of the file window) using the Close action explained here. A task that has been closed is not removed from the workflow and can be accessed again as needed.

1. To close a task, you can right-click the task in the Work Queue or click , and then click Close.
   Note: You can only close a task once you have locked and opened the task.

2. With the task open, you can also close the task on the Documents tab by clicking in the task area.
3. Click Close.