---
schema_version: "1"
id: 37d8f93eb88d80b7d22fc74b1ef15b64b38d1b19755e3844a9c9f10784fc90c1
title: Complete Customer Tasks
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_complete_customer_task.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_complete_customer_task.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9971a3b87cc16124cbffeea5890a88d6471d00fef3856529f36d72a1478a396f
description: As a sales rep, you can complete a customer task only if the workflow that's assigned to your task allows you to do so.
products:
  - Consumer Goods
release: "264"
---
# Complete Customer Tasks

As a sales rep, you can complete a customer task only if the workflow that's assigned to your task allows you to do so.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d12568e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12568e63 ">To complete customer tasks:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12568e63 ">
              <p>CGCloud Sales User</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Sales User AND CGCloud Retail User</p>
            </td>

          </tr>
        </tbody>
      </table>

Depending on the workflow, either you can complete a task after you release it or you can request your supervisor’s approval before you complete a task. It’s also possible that a workflow requires you to only release a task, and your supervisor then closes the task.

1. From Customer Tasks Overview, on the left pane, tap a customer task.
2. Update the details of the tasks. You can either enter notes or upload images.
3. Tap **Complete**.