How to: Close Team To-dos
You can close a team to-do from the team to-do card.
To close a team to-do
In the Search box, enter Teams, and then choose the related link.
Select the relevant team, and on the Navigate tab, in the Team group, choose To-dos.
Select the relevant to-do, and on the Actions tab, in the General group, choose Edit Organizer To-do.
In the Completed By field, select the salesperson who completed the to-do. Choose the OK button.
Choose the Yes button to confirm that you want to close the to-do.
Note
When closing a team to-do, you are given the option to register an interaction log entry for the to-do. A notification will be sent to team members who have selected the Notify me of team to-do changes check box on their salesperson cards and have an email address filled in. For more information, see Interaction Log Entries.
See Also
Tasks
How to: Convert Team To-dos
How to: Create Team To-dos
How to: Reassign Team To-dos to Another Team