How do I Edit or Delete a CRM+ Task?

  Overview

In this article you will learn how to edit or delete a CRM+ Task.  See What is RecDesk CRM+?

  Navigate to the entity where the Task was added and click  Tasks, or click on the link from a CRM+ email notification

Editing a CRM+ Task

1. Click on the Edit button below the Task (you are only able to Edit a task if you added the task);
2. You may modify one or more of the following:
   • Task name
   • Person Assigned to (if you change the assigned person you may also check the box to send the new assignee an email notification). See Notes here
   • Due Date
   • Additional notes
3. Click Save Changes.

Deleting a CRM+ Task

1. Click on the Delete button below the Task (you are only able to Delete a task if you added the task);
2. Click YES to confirm that you are sure you want to delete this task;
3. Click Save.

  Notes:

The email will contain a link to the Task List where the task is assigned so you can go directly to it from the email.