Edit a Task

A Task can be edited by clicking on the task through the Home Screen, Account Detailed Information, Opportunities Detailed Information area or Job Detailed Information area, the same areas where you would add a new task.

 

Editing a Task from the Home Screen

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Editing a Task from Account Detail > Tasks Tab

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Editing a Task from Opportunity Detail > Tasks Tab

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Editing a Task from Job > Tasks Tab

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After opening the Task, you can make any changes you would like.  Refer to the Home Screen > Add a Task area for more detail on entering the task information.

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