Edit a Task

This article will walk you through editing incomplete tasks.

1. Click the incomplete task you want to edit to open its details slider.
2. Click the edit pencil icon to open the Edit Task slider.
3. In the slider, you can:
   1. Update the task's title.
   2. Select a different task type.
      • If your account does not have task types set, you will not see this field.
      • If the task was created when your account didn't have task types, but now it does, you will need to select a task type before you can save any other changes to the task.
   3. Select a different due date or due time.
   4. Update or remove the account, event, or contact that is associated with the task. If associated with any of these, the task will also appear on that event/account/contact's task tab.

      Select an existing account, event, or contact

      1. Begin typing the name of the account, event, or contact. A list of search results will appear and filter down in real-time as you type.
      2. Click a result to add it to the task.

      • If an account is selected, the contact field will automatically filter to only contacts within the selected account.
      • If both an account and an event are selected, they must already be associated.

      Add a new account and contact

      1. Type the name of the new account.
      2. Click Create '[Name]'.
      3. Select a lead source.
      4. Select a market segment.
      5. Enter an address. (Optional)
      6. Select an address type. (Optional)
      7. Type the name of the new contact.
         You will not be able to select an existing contact because they are already associated with a different account.
      8. Click Create '[Name]'.
      9. You can optionally add additional information to the contact:
         • A salutation
         • A separate first and last name. These can be used if you export a contact list for an email list or display these separately in your document templates.
         • An email address and type.
         • A phone number and type.
         • Tags.

      If you create a new account for a task, you will not be able to select an event for the same task.

      Add a new contact to an existing account

      1. Begin typing the name of the account. A list of search results will appear and filter down in real-time as you type.
      2. Click a result to add it to the task.
      3. Type the name of the new contact.
      4. Click Create '[Name]'.
      5. You can optionally add additional information to the contact:
         • A salutation
         • A separate first and last name. These can be used if you export a contact list for an email list or display these separately in your document templates.
         • An email address and type.
         • A phone number and type.
         • Tags.
   5. Assign the task to (or unassign it from) any number of users.
      If the task is assigned to a staff assignment, you may manually assign it to a user. The task will retain its association with the staff assignment, though, so any changes to the staff assignment on the event will update the assignment of the task.
   6. Update or remove the description.
4. When all of your changes have been made, click Save.