Closing and archiving tasks
Mark finished work done to keep your active list clean and current.
A tidy task list is a useful task list. When a job is finished, mark it Done so it drops off the active view while staying on record for future reference.
Close a task
- 1Open Tasks and find the completed task.
- 2Set its status to Done.
- 3It moves out of your active work but remains searchable in your task history.
Why keep finished tasks
Completed tasks form a record of what the board accomplished. When a homeowner asks “did we ever deal with the pool fence?”, the answer is one search away — useful at annual meetings and when new board members come on.
Tip · Do a quick task sweep after each meeting: close what’s finished and re-prioritize what’s left.
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