You can close to-dos when you have completed them.
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 contacts, salespeople, campaigns, or teams. The following procedure shows how to close a to-do from a Contact card. The steps are similar for salespeople, campaigns, and teams.
To close to-dos
In the Search box, enter Contact, and then choose the related link.
Select the relevant contact.
On the Navigate tab, in the Contact group, choose To-dos.
In the To-do List window, select the to-do that you want to close. To open the to-do card, on the Actions tab, in the General group, choose Edit Organizer To-Do.
On the To-do card, select the Closed field.
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| After you have closed the to-do, the Closed check box is selected in the To-do List window, and the Date Closed field is updated with the current system date. Closed to-dos can be deleted. |
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |