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
- Click on the Edit button below the Task (you are only able to Edit a task if you added the task);
- 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
- Click Save Changes.
Deleting a CRM+ Task
- Click on the Delete button below the Task (you are only able to Delete a task if you added the task);
- Click YES to confirm that you are sure you want to delete this task;
- Click Save.
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.