How to Edit Tasks

There are two areas where you can edit a task:

• Within the task tab
• Within a contact record

Within the Task Tab

1. On the left navigation, click Tasks > Tasks. 
2. Next to the task you want to edit, click the three dots > Edit Task.
3. Update your task then click Submit.

Within a Contact Record

1. In the top navigation bar, use the search bar to quickly find your contact.
   • Search by name, email, or phone number.
2. Select the name of the contact to view contact information. 
3. Scroll down. 
4. Under the Open Tasks header, click the pen and paper icon.
5. Make your updates then click Submit.