Editing and reassigning tasks
Here's how to edit an existing task:
- First, find the task in your CRM. You'll find tasks on your Workspace, Calendar, Task Report, and on individual contacts.
- Click on the task name, make any desired changes, and save.
- If you have permission to edit another user's calendar, you can edit their tasks as well.
- Learn more about tasks here.
tasks, edit task, reassign
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