Task can be edit in different view. Tabular view Go to Tasks > Tasks list you can view list of assigned tasks or created tasks. For deletion you can click on delete button on right side of table and the alert or confirm message will show. click Ok to delete task. Card view Go to […]
Category: Tasks
Edit and update Task
Task can be edit in different view. Tabular view Go to Tasks > Tasks list click on edit button on right side of table and the form will be visible with existing values. update task and click on save. Card view Go to Tasks > Tasks Cards Hover on a specific task so the pencil […]
Create new Task
Creation of a task can be done in different methods which are as follows. Go to Tasks > Create new a form will be visible to enter details of the task. After filling form don’t forget to click on save button below. Go to overview of any of the contact or lead > click on task […]