Closing or Reopening a Task Directly from the Tasks List

Code Insight 2021 R2

You can close or reopen a task directly from the Tasks list without having to open the task to edit it, as described in the following procedure.

To close or reopen a task directly from the Tasks list for a given project inventory item, do the following:

1.

For a given inventory item on the Project Inventory tab, open the Tasks list, listing all review tasks associated with the inventory item. To complete this step, follow the procedure in Opening the Tasks List.

2.

In the Tasks list, locate the task whose status you want to change. (If necessary, use the search filter at the top of the list to show open, closed, or all tasks.)

3.

In the Change Status column for the task, click the available status button:

•

CLOSE TASK—If the task type is Remediate Inventory or Miscellaneous, the task is immediately closed. Closing either of these tasks types has no effect on the current status of the inventory item. If you need to change the inventory status based on closing the task, do so manually.

If the task type is Manual Inventory Review, select Approved or Rejected from the Resolution Type pop-up to indicate the task resolution. Then click Close Task from the pop-up. (To understand how the selected resolution can automatically change the status of the inventory item, see Effects of Closing Manual Review Tasks on Inventory Status.)

•

REOPEN TASK—The task is immediately reopened. This does not affect the current status of the inventory item.

4.

Repeat these steps to change the status of other tasks from the Tasks list.