Closing To-dos

You can close to-dos when you have completed them.

You close to-dos from the To-do List window. Depending on where you access the To-do List window from, the window shows to-dos for either contacts, salespeople, campaigns or teams. The following procedure shows how to close a to-do from a contact card.

To Close To-dos:

  1. Open the Contact Card window.

  2. Click Contact, To-dos.

  3. On the To-do List window, select the to-do that you want to close, and click To-do, Card.

  4. On the to-do card, click to insert a check mark in the Closed field.

    The program automatically enters the current program date in the Date Closed field.


After you have closed the to-do, the program places a check mark in the Closed field and enters the current system date in the Date Closed field in the To-do List window. Closed to-dos can be deleted.

Related Topics

Delegating To-dos

Canceling To-dos