When you action an undertaking task, access it through the Task List on the Home page, or navigate to the Task List on the Undertaking module Home page.
Mark an undertaking as discharged
Locate the discharge task and click View.
In the undertaking, find the task under the record Task List and then click View.
Tip: Find the record list in the top-right of the record.From the Have you discharged the undertaking? dropdown select Yes.
In the Discharge Date field, enter the new discharge date.
Click Complete Task.
Note: You can reopen an undertaking at any point by clicking the Reopen Undertaking button.
Update the discharge date for an undertaking
Locate the discharge task and click View.
In the undertaking, find the task under the record Task List and then click View.
Tip: Find the record list in the top-right of the record.From the Have you discharged the undertaking? dropdown select No.
Select if the undertaking is to remain with the current assignee.
Alternatively, choose a new owner from the Assign this Task to drop-down.In the New Discharge Date field, enter the new discharge date.
Click Complete Task.