How to Complete a Task
Who this is for: Anyone closing out a task that’s been assigned to them
Time to complete: 30 seconds (longer if Completion Notes are required)
When you’re done with a task, mark it complete. CLX records who completed it, when, and (optionally) why. If the task is part of a workflow, completing it may unlock the next step.
Steps
1. Open the task
Open the task from the Tasks list (see Open a task).
2. Click Complete
In the top-left of the drawer, just under the title, click the green Complete button.
The button only appears when:
The task isn’t already completed
You have permission to complete it (typically: you’re an assignee, or your admin has granted you broader permission)
If you don’t see the button, the task is already done — check the Status field — or someone else needs to complete it.
3. Fill out the Complete Task modal
A modal slides in over the drawer.
You’ll be asked for:
Completion notes — required if the task was created with Completion Notes Required turned on; otherwise optional but recommended
Final status (for approval and decision tasks) — pick the outcome (e.g., Approved, Rejected, Needs Changes)
4. Confirm
Click Complete in the modal to commit. CLX:
Sets the task’s status to Complete
Stamps your name and the timestamp on it
Removes the task from active task lists (it stays searchable in archived/completed views)
Advances any workflow waiting on this task
Click Cancel in the modal to back out without completing.
Tips
Completion is not reversible from the UI. If you mark a task complete by mistake, ask an admin to restore it.
If the task is part of an approval workflow with multiple approvers, completing yours doesn’t auto-complete the others — each approver acts independently.
Completion notes are visible to anyone who can see the task. Don’t put sensitive information in them; use the contract record’s Notes field for that.
Use the Status field on the form (not the Complete button) for intermediate state changes like In Progress or On Hold. The Complete button is for the final state only.
Related tasks
Open a task
Archive and restore tasks