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Completing Tasks

When work is done, mark tasks as complete. This guide covers the completion process and related workflows.

Marking Tasks Complete​

Quick Complete​

The fastest way to complete a task:

  1. Find the task in any view
  2. Click the checkbox next to the task name
  3. Task is marked complete

From Task Detail​

  1. Open the task
  2. Click Mark Complete or change status to "Complete"
  3. Task closes and is marked done

Keyboard Shortcut​

  1. Select a task
  2. Press X or D (for done)
  3. Task completes

Task Statuses​

Tasks move through statuses before completion:

StatusDescription
To DoNot yet started
In ProgressCurrently being worked on
ReviewWork done, needs review
CompleteFinished

Completing from Any Status​

You can mark a task complete from any status. The completion counts regardless of intermediate steps.

Completing Sub-Tasks​

When tasks have sub-tasks:

Individual Completion​

  1. Complete sub-tasks individually
  2. Parent task shows progress (e.g., 3/5 complete)
  3. Complete parent when all sub-tasks done

Auto-Complete Parent​

Configure automatic parent completion:

  1. Go to Settings → Tasks
  2. Enable "Auto-complete parent when all sub-tasks complete"
  3. Parent marks complete automatically

Completing Parent First​

If you complete the parent:

  • Option to complete all sub-tasks
  • Or leave sub-tasks in current state

Completion with Dependencies​

When a task blocks others:

  1. Complete the blocking task
  2. Dependent tasks become unblocked
  3. Dependents move to ready status
  4. Assignees are notified

Adding Completion Notes​

Document what was done:

Completion Comment​

  1. When completing, add a comment
  2. "Completed: Final designs uploaded to Files"
  3. Helps with tracking and handoffs

Completion Checklist​

Some organizations require:

  • Summary of work done
  • Links to deliverables
  • Any notes for next steps

Reopening Completed Tasks​

If a task needs more work:

Reopen Task​

  1. Find the completed task
  2. Click the completion checkbox to uncheck
  3. Or click Reopen in task detail
  4. Task returns to previous status

When to Reopen​

  • Revisions needed
  • Issue discovered
  • Requirements changed
  • Incomplete work

Completion Notifications​

When you complete a task:

  • Requester notified — Person who created the task
  • Team notified — If configured
  • Project updated — Progress percentage changes
  • Activity logged — In task and project history

Customize Notifications​

  1. Go to Settings → Notifications
  2. Configure completion notifications
  3. Choose who gets notified

Tracking Completions​

Recent Completions​

See what's been finished:

  1. Go to project Activity tab
  2. Filter by "Task Completed"
  3. View completion timeline

Completion Reports​

Analyze task completion:

  1. Go to Reports → Tasks
  2. View completion metrics:
    • Tasks completed per day/week
    • Average time to complete
    • Completion by team member

Celebrating Completions​

Acknowledge completed work:

Reactions​

  1. On a completed task
  2. Add a reaction (🎉, 👏, etc.)
  3. Team sees the celebration

Completion Messages​

Configure completion celebrations:

  1. Settings → Tasks → Celebrations
  2. Enable completion messages
  3. Custom messages appear when tasks complete

Archiving Completed Projects​

When all tasks are complete:

Project Completion​

  1. Review all tasks are done
  2. Change project status to "Completed"
  3. Optionally archive the project

Archived Projects​

Completed projects can be archived:

  • Removed from active lists
  • Still accessible for reference
  • Can be restored if needed

Bulk Completion​

Complete multiple tasks at once:

  1. Select tasks with checkboxes
  2. Click Bulk Actions
  3. Choose Mark Complete
  4. All selected tasks complete

Use for:

  • End of project cleanup
  • Cancelling outdated tasks
  • Quick updates

Incomplete Task Handling​

For tasks that won't be completed:

Cancel vs Complete​

ActionWhen to Use
CompleteWork was done
CancelWork is no longer needed

Cancelling Tasks​

  1. Open the task
  2. Click ⋮ → Cancel Task
  3. Add reason (optional)
  4. Task marked as cancelled

Best Practices​

Complete Promptly​

  • Mark tasks done when finished
  • Don't let completions pile up
  • Keeps project progress accurate

Document Completion​

  • Add notes on what was done
  • Link to deliverables
  • Note any follow-ups needed

Regular Reviews​

  • Review incomplete tasks
  • Cancel outdated items
  • Keep task list current

Celebrate Wins​

  • Acknowledge completions
  • Recognize team members
  • Build momentum