| Managing Tasks |
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| Last Updated on Wednesday, 25 January 2012 19:13 |
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Complete and re-open tasksTo complete a task assigned to you, you only need to check the box associated to that task. The completed tasks will be automatically checked out, but stored under the user's activity feed as well as under the client it was linked to, if that was the case. To reopen a completed task, just click on the check box beside the completed task.
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Delete a taskTo delete a task, open it > click on the delete icon > confirm. After deleting a task you won't be able to open it again and, in case it was linked to a client or group, it will disappear from their tasks history.
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Edit a taskTo edit a task, open it > click on the Edit button > make the necessary changes > Save it.
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