Opening the dialog
A task is finished through the Close and sign Task dialog, which you can reach several ways:
- the Close Task button at the bottom of the Task Details dialog,
- the Complete task action on a row in any task table,
- dragging a card into the Done column on Tasks → Overview — or, on a phone, choosing Done from the card's Move to menu,
- Add & Close on the Add Task form, which creates the task and closes it in one pass.
All of them need permission to complete tasks — the phone's Move to menu and Add & Close additionally need permission to edit tasks. Without the required permission the buttons are not shown, and a card dropped on Done simply stays where it was.
What the dialog asks for
When opened for an existing task, the dialog is split into tabs — Close, Files, and Inventory when the yacht has the Inventory module. (When reached via Add & Close, those extra tabs and the Job Report editor are omitted because the Add Task form just collected them.)
On the Close tab, the dialog repeats the task's name and description, then asks for:
- Executed Date — the date the work was actually performed. It starts at today, or at the task's Executed at date if one was already recorded.
- Task completed by — who did the work. It starts from the task's current assignees and can be changed here; whoever is chosen becomes the task's assignees. At least one person is required; without one the sign-off button stays disabled, and emptying the field shows At least one assignee is required to complete the task.
- Job Report — a rich-text field pre-filled with the task's current job report, so you can write or finish the report as you close the task.
Before signing off an existing task, you can also switch to the Files tab to add or remove files, or the Inventory tab to add, edit or remove the inventory items the task used; those changes are staged and applied when you sign off.
If inventory items are attached to the task, the Close tab lists them with a reminder that the quantities will be subtracted once you confirm. If stock has run short, an Insufficient inventory warning names each item, its required and its available quantity, and blocks the sign-off until the inventory is corrected.
Sign & Mark as Done completes the task. Cancel leaves it untouched.
After sign-off
Completing a task:
- sets its status to completed and stamps the completion time,
- records the executed date, the job report and the people who did the work,
- applies any file or inventory changes made in the dialog and subtracts the attached inventory items from stock,
- moves the task out of To do / In progress into History, where it also shows in the Done column of the board for a week.
A completed task cannot be moved back to To do or In progress, and it cannot be deleted. It can still be opened and edited — for example to update the Job Report — and its full history of changes remains on the Task Details tab.
Yachts running the on-board app
Tasks on a yacht run from the on-board Nauticare app are signed off aboard, so none of the routes into this dialog are offered in the cloud app.