Closing or Reopening a Task Directly from the Tasks List
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 from the Inventory Details tab on the Project Inventory Details Pane on the right. This list shows 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.)
Once the Tasks list is refreshed, it shows your user ID and the date of task closure in the Closed By and Closed On fields for the task.
When a task is closed, a notification email is automatically sent to both the task owner and the task creator.
| • | REOPEN TASK—The task is immediately reopened. This does not affect the current status of the inventory item. |
Once the Tasks list is refreshed, the Closed By and Closed On fields for the task show blanks.
When a task is reopened, a notification email is automatically sent to the task owner.
| 4. | Repeat these steps to change the status of other tasks from the Tasks list. |