How do I edit a task?

1. Open the Tasks module.
   
   

2. Locate the task you want to edit (use search or filters by status, priority, or assignee).
   
   

3. Click the task title or the Edit icon next to it.
   
   

4. Make the necessary changes (title, description, due date, priority, assignee, or linked matter/client).
   
   

Click Save or Update Task.

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• How to create a task in the calendar section.

  Click Add in the calendar and select Task. Enter the task details. Add a notification (optional). Link a matter and upload files (optional). Click Save.

• How can I create a new task?

  Go to the Tasks section. Click Add Task. Fill in the task details: Title Description Priority Due date Assignee (Optional) Link the task to a matter or client (see next section). 5. Click Save.

• How do I link a task to a matter or client?

  Open the Tasks module. Click Add Task or open an existing task for editing. In the task creation window, fill in the task details (title, description, priority, due date, etc.). Find the field labeled Link to Matter (or Linked Matter/Client). Click ...

• How do I edit an existing account’s details?

  Locate the account in the list of accounts. Click the Edit (pencil) icon. Update the required fields. Click Save to apply the changes.

• How to edit a task under a contact?

  1. Click on the Contacts tab present on the nap bar. 2 - Under the contact tab, click on the contact you want to edit the task for. 3 - A new window will open, go to the Tasks tab, then click on the pencil icon to edit the task.