Close a conversation with a checked outcome
Give the right people a concise final update that explains the result and any remaining responsibility.
Close a conversation with a checked outcome
Give the right people a concise final update that explains the result and any remaining responsibility.
Before you start
Find the original request, the latest material or version, the reply and any related task. Closing a conversation means making the outcome clear—not deleting messages or clearing an unread badge.
Prepare the final update
- Open the correct Chat conversation and read the latest exchange. Confirm which question was being answered and which version of the material it concerns.
- Compare the claimed result with the actual output. “Fixed” is not the revised document, and a Done task is not proof that a separate review or physical activity happened.
- Check that required changes have been addressed. If the reply concerns an older version, obtain clarification before presenting it as acceptance of the latest one.
- Decide how to describe the outcome: completed, cancelled, deferred or blocked. For a blocked or deferred result, name the missing item, agreed follow-through owner and next check.
- Write a short update covering the original purpose, checked result, relevant version and any remaining action. Include a findable document or task reference when it helps the recipient.
- Review the audience before sharing. Keep the update in the appropriate conversation and include only the information those people need; do not copy a whole private exchange into a wider group.
- In Messages, enter the reviewed update in Message... and select the blue up-arrow once. Reopen the conversation and check the outgoing text before assuming the update was saved.
For example: “The preparation plan v2 has been reviewed and the missing owners are confirmed. No further plan changes were requested. The event itself has not happened; setup remains with the agreed owners.” Use this structure with your actual result, not as a claim that those events occurred.
Expected result
The recipient can understand what is finished, what is not and where to find the supporting result.
Remember: A link is useful only if it opens the correct item for its intended reader. Keep unfinished work explicit rather than using “closed” to hide it.
Continue learning
In this series: Work together in Chat — guide 6 of 6.
Turn what you learned into the way the team works.
Mark this lesson complete once the workflow exists in your workspace—not simply when you reach the bottom.