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Opening the task editor

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.

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Title and description

Click directly on the task title or description to edit it.

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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.

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Contact record

Click the Contact field to change the associated record and select from available client and prospect records.

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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.

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Collaborators

Collaborators are useful for ensuring that a team member is notified as a task is updated. TO add or remove collaborators, refer to the user icons in the top-right of the slideover menu.