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Editing a task

To edit a task, navigate to Tasks and click on the task. This will open a slideover panel with all available editing options. Changes are automatically saved after typing. Title and description
  • Click directly on the task title or description to edit it.
Assigned to
  • Click the assignee field to change who’s responsible for the task. The assignee will be notified of any changes, and the original assignee remains as a collaborator on the task.
You can reassign multiple tasks to a new assignee. To multiselect tasks, hold down the Shift key and click the tasks you want to assign.
Contact record
  • Click the contact field to change the associated record and select from available client and prospect records.
Due date
  • Click the date field to open a calendar picker and select a new date from the calendar. You can clear the date by clicking Clear date.
Collaborators
  • To add or remove collaborators, refer to the user icons in the top-right of the slideover menu. Collaborators are useful for ensuring that a team member is notified as a task is updated.

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Adding a comment

When working on a task, you can add comments using the Comment button on the slideover menu. Comments are visible to all collaborators on the task.
Hold down the Command key and click on a task from the Tasks page to add a comment.

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Deleting a task

To delete a task, click the trash icon next to the task. You an also use multi-select (hold down the Shift key) to delete multiple tasks at once.

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Creating Task Views

You can create custom task views to help you manage your tasks more efficiently. To create a task view, click the + New task view button in the top-right of the Tasks page. Once a new task view is created, use the Filter button to adjust the tasks displayed in that view.
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