Close a Line Item

Close a Line Item to keep track of completed items.

Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over a week ago

Update status by selecting a line item's checkbox and click the Update Status button above the checklist. Choose the desired status. Changes are applied immediately.

Changing the status of line items to closed will send notifications to users based on their email settings, so make sure to confirm the action by clicking either "Yes" or "Cancel."

Once complete, the Line Item folder icon will turn green to indicate it is Closed.

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