Editing a Task

This article will walk you through editing incomplete tasks.

With completed tasks, only the result can be edited. For more information, please see the full article.
  1. Click the incomplete task you want to edit.
  2. Click the edit pencil icon to open the Edit Task slider.
  3. In the slider, you can:
    1. Update the task's title.
    2. Select a different task type.
      • If your account does not have task types set, you will not see this field.
      • If the task was created when your account didn't have task types, but now it does, you will need to select a task type before you can save any other changes to the task.
    3. Select a different due date.
    4. Update or remove the account, event, and/or contact that is associated with the task. If associated with any of these, the task will also appear on that event/account/contact's task tab.
      1. Begin typing the name of the account, event, or contact. A list of search results will appear and filter down in real-time as you type.
      2. Click a result to add it to the task.
      • If an account is selected, the contact field will automatically filter to only contacts within the selected account.
      • If both an account and an event are selected, they must already be associated.
      1. Type the name of the new account.
      2. Click Create '[Name]'.
      3. Select a lead source.
      4. Select a market segment.
      5. Enter an address. (Optional)
      6. Type the name of the new contact.
        You will not be able to select an existing contact because they are already associated with a different account.
      7. Click Create '[Name]'.
      8. You can optionally add a phone number and email address for the contact.
      If you create a new account for a task, you will not be able to select an event for the same task.
      1. Begin typing the name of the account. A list of search results will appear and filter down in real-time as you type.
      2. Click a result to add it to the task.
      3. Type the name of the new contact.
      4. Click Create '[Name]'.
      5. You can optionally add a phone number and email address for the contact.
    5. Assign the task to (or unassign it from) any number of users.
    6. Update or remove the description.
  4. When all of your changes have been made, click Save.

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