Editing Tasks

To edit an existing Task record:

1.      Locate and open the Task record you wish to edit. See Finding Tasks.

2.      Make the record active by selecting Amend from the Toolbar - Sub Menu:

3.      Make your changes to the fields as required. For guidance on the various fields see Creating Tasks.

4.      Select Save from the Toolbar - Sub Menu to save the amended record.

NEXT: Deleting Tasks