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How To Edit Tasks

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Angie | PurpleCow Digital
Updated 1 year ago

Tasks are a great way to keep track of things that need to be done, especially if you have many moving parts in your account. They can help ensure that nothing falls through the cracks and that every lead is followed up with.

You can also see details about the Tasks, such as:

  • Title of the Task

  • Description of the Task

  • Who the Task is Assign to

  • And the Due date


Here's how to Edit new tasks:

Navigating To The Contact Details Tab - Tasks - Step 01

Click "Contacts"

 

 

Navigating To The Contact Details Tab - Tasks - Step 02

Click the contact you wish to view.

 

 

Navigating To The Contact Details Tab - Tasks - Step 03

Click "Task"

 

How To Edit Tasks - Step 01

Click the "Edit" icon here.

 

How To Edit Tasks - Step 02

Edit the fields you wish.

 

How To Edit Tasks - Step 03

Click "Save"

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