This guide explains how to complete and close a project in SalesForce after completing project tasks and receiving a signed copy of the Project Sign-Off from the customer (if applicable).
Step 1: Verify Project/Data Sign-off is Attached to Project
Step 2: Verify All Tasks Have Been Completed
At the Project Level, navigate to the TaskRay Tasks Short Cut on the Project Page ensure all tasks have been marked as completed
*Note if there are over 10 tasks you will have to click the view all at the bottom of the list
Step 3: Change Project Status to Complete
From the Project Page, advance the project stages until you reach Complete status.
Ensure that the Completed Project Information Autofills
