Closing a task with its outcome

A follow-up ticked off with no note leaves a gap: the team knows you called, but not what the client said. So when you close a task that belongs to a client, KretaOS asks one quiet question: what happened? Your answer is logged on the client's timeline and the task closes in the same step.

In Agenda

1. Tick the task's check box (Mark done).
2. A line opens under it: Done — what happened? Logs to …'s memory (optional).
3. Type the outcome, for example "Spoke to Rajesh, he approved the sample, PO next week", and press Log or Enter.

Nothing to say? Press Done, no note and the task just closes. Ticked the wrong one? Press Cancel or Escape (or tick the box again) and the task stays open — nothing closes until you choose.

The outcome is filed as the kind of touch the task names: closing "Call Rohan about the renewal" logs a call, a meeting task logs a meeting. After every close, a line at the bottom of the screen offers Undo for a few seconds; it reopens the task, and a note you logged stays on the client's timeline.

On Home

Open a row in Do now and press Done. For a client task, the Log sheet opens titled Done — what happened?, with the client already chosen, the task shown above the box as about, and the kind of touch the task names (a call, a meeting) already picked.

• Type or say what happened and press Log it & mark done.
• Or press Done — nothing to note. Some tasks end with nothing worth writing down, and KretaOS never forces a note.

What happens to the outcome

• It is saved on the client's timeline exactly as you wrote it.
• It counts as a touch: Last contact moves forward and the relationship score updates.
• KretaOS reads it like any other log, so a new fact or a promise ("PO next week") is remembered and can turn into the next follow-up.
• The log and the closing are one step: the task is closed only when the outcome is saved.
• Teammates in the loop on the task get one Finished alert with your note. See Keeping a teammate in the loop.

Tasks without a client

Personal to-dos and reminders with no client close straight away when you tick them. There is nothing to log them against.

Clearing a backlog

Reviewing old overdue tasks one at a time uses the same question, so triage never skips the outcome. See Snooze and triage.