✏️ How to Edit, Close, or Delete a Client Task

Need to update a request, mark it as complete, or remove it entirely? You can easily edit, close, or delete a Client Task using the steps below.

📝 Editing a Client Task

If you need to change the content of a task you created:

1. Click on the Client Task card to open the details in the slider panel.
2. Click the Actions icon (⋯) in the top-right corner.
3. Select Edit from the dropdown menu.
4. Make your changes, then click Save Changes.

✅ Closing or 🗑 Deleting a Client Task

To mark a task as completed or remove it altogether:

1. Click on the Client Task card to open the details in the slider panel.
2. Click the Actions icon (⋯).
3. Select Close to mark the task as done, or Delete to remove it.

🔒 Note:

If the task was created from an internal Job, you can close it—but you cannot delete it.