Change the Status of a Task

You can change the status of a task to track its progress to completion.

  1. Click on Tasks in the header.
  2. In the row for the task you want to update, click the Status column and select the new status.
    If a signature is not required, the status is updated. If a signature is required, the Change Status window appears.
  3. (Required) In the Status field, select the status to apply to the task.
  4. In the Status Change Comments field, enter the reason for the change or any comments about the status change.
  5. In the Signed By field, click to add your signature.
    1. In the Organizations field, select your organization.
    2. In the Person field, select yourself or click to add a new person.
  6. Click Save.
The task status is updated.