Set a the Status of a Task to Completed (from the Task Matrix Submodule)

Use the Task Matrix submodule to set the status of a task to completed.

To use Task Matrix, you must have access to Scheduling as defined in User Access Rights under Settings.

To set the status of a task to completed:

  1. On the main toolbar, click Scheduling .
  2. In the left pane of the Scheduling page, click Schedule Overview > Task Matrix.
  3. Apply filters to resource data.
    1. On the grid toolbar, click Filter .
    2. In the Filter dialog box, select the filters that you want to use and click Apply.
      When they are selected or cleared, the filters are applied automatically.
  4. In the grid, select a task, and click Set Task to Completed (Done) on the grid toolbar.
    Alternatively, right-click a resource and select Set Task to Completed (Done) from the menu.
    Note: You can also perform this action in the Grid View / Data Options Menu .
  5. When prompted for confirmation, click Yes.