Task Lifecycle
Abandoning a Task: Requesting & Deciding
Sometimes a task simply shouldn’t be finished. Assignees can’t cancel a task outright they request abandonment, and the task’s creator (or a Super Admin) decides whether it goes through.
Requesting Abandonment
To request abandonment:
- Open the task you want to abandon.
- Click Request Abandonment.
- Add a reason, if you have one (optional).
- Submit the request; the task’s status changes to Abandon Requested, and the task’s creator is notified.
Approving or Declining the Request
To respond to an abandon request:
- Open the task showing an Abandon Requested status.
- Review the assignee’s reason, if one was given.
- Choose Approve to abandon the task, or Decline to keep it active.
- Confirm the assignee is notified either way.
Good to know:
- An assignee can only request abandonment; they can’t abandon a task directly. A task’s creator or a Super Admin can abandon a task directly, skipping the request step entirely, but that option isn’t available to assignees.
- If approved, the task’s status becomes Abandoned; the record stays, just marked as such. If declined, the task returns to whatever status it was in before the request.
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