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Edit a task

Click any task on the Tasks page to open it in a slideover panel. From there, you can edit:
  • Title — click the title text to edit inline
  • Description — click the description area to edit inline
  • Priority — select urgent, high, medium, or low
  • Label — choose a color-coded tag for categorization
  • Assigned to — change the responsible team member or team
  • Relationship — link to a different client, prospect, other contact, or business
  • Due date — pick a new date or clear it
  • Attachments — add or remove files (up to 20 per task)
Changes save automatically.

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Add a comment

Open a task and scroll to the Comments tab at the bottom. Type your comment and submit it. Comments are visible to all collaborators on the task.

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Manage collaborators

Collaborators receive notifications when a task is updated. To add or remove collaborators, click the people icon in the top-right corner of the task slideover. Some tasks include a Recommended action tab. When a task involves sending an email, Slant generates a draft email based on context from the task and the linked record. You can review, edit, and send the email directly from this tab.

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Delete a task

To delete a single task:
  • Open the task slideover
  • Click the … menu in the top-right corner
  • Select Delete task
  • Confirm the deletion
Deleting a task is permanent and cannot be undone.

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Bulk actions

Press Shift to toggle multi-select mode, then click tasks to select them. The selection bar at the bottom of the page lets you:
  • Mark complete or Mark as incomplete — toggle the status of selected tasks
  • Change assignee — reassign all selected tasks to a different user or team
  • Update priority — set a new priority for all selected tasks
  • Update label — apply or clear a label on all selected tasks
  • Update due date — set or clear a due date (available in the … menu)
  • Delete — permanently delete all selected tasks (available in the … menu)
Press Escape to exit multi-select mode.

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Task views

Use the Filter button to create filtered views of your tasks. Filter by assignee, priority, label, status, due date, project, household type, or collaborator. Sort tasks by due date or priority using the sort options in the toolbar.