How to edit a to-do

If there is an error in a To-do or any information about it has changed, you can always make corresponding changes.

To edit To-do assigned to a lead or contact:

  1. Go to section Calendar
  2. Open To-do line

3. Information about associated elements is displayed in the upper right corner of a To-do

4. Click on the needed To-do. Associated contact or lead will open

5. Now you can change the details of the to-do by clicking on it in the card

 

To-do assigned to a lead

 

Don’t forget to press “Done” button to save your changes.

 

To-do assigned to a contact

Don’t forget to press “Done” button to save your changes.

 

To edit To-do not assigned to a lead or contact:

  1. Go to section Calendar
  2. Open List

3. Click on the needed To-do. You can make changes in opened window with the to-do parameters.

Don’t forget to press “Done” button to save your changes.


You can also quickly edit To-dos by dragging it to special sections. This way you can change the due date and time of the to-do, complete it or delete it.

 

Open To-do line. Drag and drop the To-do to the section you need - all the sections will be displayed at the bottom of the page.

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