Closing tasks
BMC recommends that you do not edit the fields on a closed task. You can edit the link records of the linked objects. However, you cannot link another record by using the New Link button or create and link another record by using the Create and Link button.
The following table lists what actions you can perform or not perform in the record details of a closed record:
To close a task
- Click the Remedyforce Console tab.
- From the View menu, select Tasks.
- From the list of tasks, select the task that you want to close.
- From the Actions menu, select Close.
Enter the required details in the Close Task window.
The following table lists the fields on the Close Task window.Click Save.
If the system administrator has activated the Notify the client when a task is closed workflow, an email message is sent to the client of the task when you close the task. If you select a lead as the client of the task, no email message is sent.
To send an email message to the owner of a change request or the staff member or queue to whom an incident is assigned, notifying that the last task associated with the change request or incident is closed, contact your system administrator to activate the Notify change request owner when final task linked to change request is closed or Notify incident owner when final task linked to incident is closed workflow.
To send an email message to the incident, problem, or release owner when each linked task is closed, contact your system administrator to activate the required workflow from the following list:- Notify incident owner when each linked task is closed
- Notify problem owner when each linked task is closed
- Notify release owner when each linked task is closed
Closing a record without filling details
To close a record without filling in details, such as closed by, description, resolution, and so on, select Quick Close from the Actions menu.