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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.
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tasks, edit task, reassign
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