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.
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| 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. |
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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. |