Learn how to close a task in FinView with this step-by-step guide. Follow the instructions below to easily complete the process and ensure efficient task management.

1. Navigate to the task desk

From the main menu, click on Tasks.

Navigate to the task desk

2. Select the open task you want to close

Regardless of whether the task is assigned to you or not, select the task you want to close. Remember, only open tasks can be closed.

Select the open task you want to close

3. Navigate to task status

Navigate to the case status options, located in the bottom right of the message window.

Navigate to task status

4. Select your status

FinView has two closed options, success, or failure. Choose the one you want but remember, you cannot re-open a ticket so be careful to select the correct one. As soon as you have selected the closed option, the task is automatically closed.

Select your status

This guide provided step-by-step instructions on how to close a task in FinView. By following these instructions, you can easily navigate the application and effectively manage your tasks.

Darren Tebbitt
Loves rugby and tech stuff. Darren is focused on our strategic mission in scaling FinView globally.
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