# Tasks

_User Guide › Task_

![Tasks](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/6bb426c8840fb0bab3912943f33424f1.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A87.3%2C%22y%22%3A7.14%2C%22w%22%3A9.66%2C%22h%22%3A3.44%2C%22label%22%3A%224%20%20Consider%20As%20Complete%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A92.13%2C%22y%22%3A8.86%7D%5D%7D)
*tasks*

![Consider As Complete](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/3922a8c25fc7b15e8fa7b1772c13e043.png)

## Overview

Use a task to track work that has an owner, a planned start date, a due date, a status, and an importance level. Sales representatives, sales managers, purchasing officers, warehouse managers, project managers, and finance officers use tasks to manage work that must be completed as part of daily business operations.

A task progresses through its work lifecycle to **Due, In Progress**, and **Completed**. When work is finished, mark the task as completed so that its status reflects the completed work.

## Before you start

You must have access to the **Tasks** area and an existing task record to review or update.

## Steps

1. Select **Tasks** from the application navigation.

   ![Tasks record](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/48399a880128771039eba08b2c7e4e19.png)
*Tasks record*

2. Open the task record that you need to work on. Review the task information before updating it:
   - **Title** identifies the task.
   - **Owner** identifies the person responsible for the task.
   - **Start date** and **Due date** show the planned task dates.
   - **Status** shows the task’s current lifecycle status.
   - **Importance** shows the task’s priority level.

3. Save any updates to the task by selecting **Save**.

   To save the task and leave the form, select **Save and Close**.

4. When the work is finished and the task is ready to move from **In Progress** to **Completed**, select **Consider As Complete**.

5. If a completed task requires further work, select **Consider As Not Completed** to treat the task as not completed and return it to current task handling.

> **Note:** Use **Consider As Complete** only after the required work has been completed. A task can leave the normal lifecycle as **All current** when it is no longer treated as completed.

> **Tip:** Review **Owner, Due date**, and **Status** together to identify which work is currently due and who is responsible for it.

## Result

The task is saved and, when appropriate, marked as **Completed** to reflect that the work has finished.

## Related pages

- [Task — Overview](doc:task-overview)
- [Tasks](doc:tasks-2)
- **Task — Learning Path**
