Closing a Sub-Task

Sub-tasks can be closed from two locations in a work order: the Work Tasks grid in the Routing tab or the Tasks grid in the Tasks/Resources tab. The steps for closing a sub-task are the same in either tab.

To close/complete a sub-task, complete the following steps:

Select the sub-task (highlight it) from the grid.
Right-click and select Complete. The status will now read "complete."
Note: Upon closing a sub-task, the associated routing task may also be marked complete if all other associated sub-tasks are complete and the "Auto-complete" box is marked in the routing task record.