Editing Tasks

Tasks can be associated with either Opportunities or Pursuits.

The Type Column indicates whether the item is a target date associated with an Opportunity or a task associated with an Opportunity or Pursuit.

To edit a task in the Task Center:

  1. Click on the Edit icon on the right of the row associated with the task. The task opens in an Edit Task pane.
  2. Make changes as appropriate. You can update a task description, change the person/group that the task is assigned to, update the due date, or mark it complete by entering a date in the Complete Date field. You can also enter a new note in the Notes field pertaining to the Task. For target dates you can change the person/group that it is assigned to, update the due date, or mark it complete by entering a date in the Complete Date field.
  3. Click Save.

 

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