Breadcrumbs Tasks > Working as a task manager > Finalising tasks

Finalising tasks

TIP: Lead assignees can also finalise tasks. For more information, read Working in an Authoring (Edit Existing Items) task as a lead assignee, Working in an Authoring (Create New Items) task as a lead assignee, Working in a Shared Review task as a lead assignee, Working in an Individual Review task as a lead assignee, Working in an Item Analysis Review task as a lead assignee and Working in a Standard Setting task as a lead assignee.

As a manager, you can finalise a task when you are satisfied that assignees have completed their work. Finalising a task marks it as Complete and updates and unlocks all task items in Item Authoring.

This article explains how to finalise a task, including how to mark a task as incomplete after it has been closed.

In this article

1. Find the task

NOTE: If you have both Manager and Assignee permissions, select All Tasks on the All Tasks / Own Tasks toggle to see the tasks you are managing.

Go to the Tasks section of Surpass and select the task you want to edit on the Tasks list.

TIP: To find a specific task, you can search, order, and filter the Tasks list. For more information, read ‘Finding tasks’ in About the Tasks screen.

2. Check the progress of the task

Before finalising the selected task, you can check its progress in the task details panel.

The task details panel has doughnut charts representing the number of days remaining until the task’s deadline, for Review and Authoring (Edit Existing Items) tasks the number of items left to action, and for Standard Setting tasks the number of items in the task.

For Authoring (Create New Items) tasks, assignee’s can view both the number of items left to action by all assignees and the number of items they have left to action.

NOTE: In Authoring (Create New Items) tasks, an item set and its items count as 1 item within an assignee's quota, but are counted cumulatively in the doughnut chart's totals, which may therefore result in it appearing as though quotas have been exceeded.

3. Finalise the task

WARNING: Finalising a Review task deletes all unsubmitted item versions. If an assignee has made changes to an item but has not submitted the item, their changes will be lost.

Select Finalise Task to close the task.

Marking the task as incomplete

You might want to mark a task as incomplete if it was incorrectly finalised or needs to be worked on again.

Further reading

For more information on Tasks, read the following articles:

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