Update the state of your task or task assignment in Close Workspace

In a multi-entity organization, a task can have individual task assignments for each entity. You can update the task assignments that you own, or you can update the state of the entire task if you own it. Keeping the state of your tasks and assignments current helps others on your team: 

  • Managers who review the checklist can get an accurate overview of how the close process is going.

  • Others who are assigned tasks that are dependent on the completion of your task will receive the appropriate insights related to their tasks.

In addition to task owners and assignees, checklist owners and administrators can also update the state of a task or task assignment.

Subscription

Sage Intacct Close Automation

Regional availability

All regions
User type

Business

Employee

Project Manager
Permissions

  • Checklists: List, View

  • Tasks: List, View

Update the state of your task

Updating the state of a task automatically updates the state of any individual task assignments.

Not sure if the task has individual task assignments?

Select the task row, and then select Show details.

  1. Go to Close Workspace > All > Close checklists > Checklists for Close Workspace.
  2. Find the checklist that contains the task.
  3. Select View.
  4. In the Close tasks section, find the task.

  5. In the Action column, select the option to update the state of the task.

    • If the task state is Not started, you can change it to In progress.

    • If the task state is In progress, you can change it to Completed.

    • If the task state is Completed, you can change it to In progress.

    The task's new state becomes the state of any related task assignments regardless of their prior state.

    You have the following three task assignment associated with your task. They are in different states:

    • Eastern: In progress

    • Northern: Not started

    • Southern: Completed

    The current task state is In progress. If you change the task state to Completed, the assignment state for the Eastern and Northern entities becomes Completed. The state of the Southern entity task assignment remains unchanged.

Update the state of your individual task assignment

  1. Go to Close Workspace > All > Close checklists > Checklists for Close Workspace.
  2. Find the checklist that contains the task.
  3. Select View.
  4. In the Close tasks section, find the task.

  5. Select the task row, and then select Show details.

  6. In the Entities section, find the task assignment.

  7. At the end of the row, select the option to change the task's state.

    • If the task state is Not started, you can change it to In progress.

    • If the task state is In progress, you can change it to Completed.

    • If the task state is Completed, you can change it to In progress.