How To Close 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.

1. Select the Sub-task (highlight it) from the grid.
2. 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.