How do I clear a task using the Follow-up button?

How do I clear a task using the Activity section?

If you want to clear and complete a Task that's been set, you can do this one of two ways:

Certain statuses of other records (Opportunities and Problems) may require a Task before the window can be closed, so the below functionality will only allow you to add notes and change the Task user. You will know this because the 'Clear Task' button is greyed out. You can review these statuses in Settings following this guide, click here.

With the Contact open, you can see who the Contact is currently assigned to in the Communication tile on the right-hand side if you're using a large screen, or at the bottom of the page on a smaller screen.

Clicking the 'Follow-up Date' button will open the Task window and allow you to clear the Task.

To clear the Task, select the 'Clear Task' button. Clearing a Task will complete the Task and add a new note to say "Task Cleared", by default. It won't remove access to the note that was added when creating the Task - these can be found in the Activity Panel.

Please Note: if the 'Clear Task' button is greyed out, it means the current status the record is in requires a Task to be set. Please speak to your CRM Admin user(s) to ask what status the record needs to be in, or check out this guide.

This will clear the User and add the default note of 'Task Cleared'.

Once happy with information, click 'Save', and this will clear the Task and update the activity page. 

By clicking on the 'Add your reply here...' section, it'll open up a text box for you to enter in any notes that you wish to add when clearing the Task.

Once happy with the message, you can click the 'Assign Task' button. This will open the Task window. 

Clicking on the 'Clear Task' button will remove the Task from the currently-assigned user. 

If you didn't fill in any notes on the Activity feed, pressing 'Clear Task' will add a default 'Task Cleared' note for you in the text box. Clearing a Task will complete the Task but it will not remove access to the note that was added when creating the Task, these can be found in the Activity Panel.

Please note: If the Clear Task button is greyed out, this is because the record is in status that requires a Task. You can configure which record statuses require Tasks in the system settings for Problems here or for Opportunities here.

Once happy with the information, click 'Save' and this will clear the Task and update the Activity feed.