Edit A Task

Tasks help keep your team organised and on track, but details can change after a task is created (a due date might shift, a different team member may need to take ownership, or extra context might need to be added). This article shows you how to edit a task, whether you're working from the main Tasks section or directly within a related property, listing, appraisal, or contract.

Via The Tasks Section

1. On the side menu, click CRM.
2. Click Tasks.
   
3. Hover your cursor over the required task.
4. Click Edit.
   
5. Update any of the following fields are required:
   • Contact
   • Property
   • User
   • Due Date
   • Title
   • Description
      
6. Click Save Task.
   

Back to top ^

From Within The Property, Listing, Appraisal Or Contract

1. From within the relevant property, listing, appraisal or contract, click Overview.
2. Click Tasks.
3. Hover your cursor over the required task.
4. Click Edit.
   
5. Update any of the following fields are required:
   • Contact
   • Property
   • User
   • Due Date
   • Title
   • Description
      
6. Click Save Task.
   

Back to top ^