How to Complete Tasks and Check Out from a Visit

Once a visit has started, you can complete the assigned tasks and finish the visit using the standard visitation workflow. Tasks displayed during the visit depend on your assigned forms, visit context, and applicable configuration, including first-visit forms for eligible channel creators. In this guide, you'll learn how task completion and check-out work during a visit, as well as how visit records are preserved after submission.

Task completion, draft saving, submission, target tracking, and check-out all follow the same behavior as visits to other channels. Even if a channel's status changes after your visit begins, completed visits and submitted task reports remain available in your history, ensuring that operational records are retained for future reference and reporting.