Editing Tasks

Only the creator of the task, handler of the task and the owner of the CRM will be able to edit tasks.

To edit a task, follow the steps below:

Step 1

Click onto the "View" icon for the respective task.

Step 2

Amend the relevant fields and click “Save”.

If you are not the creator of the task, handler of the task or the owner of the CRM, you will not be able to edit the task.