How To Edit a Task

From the Tasks list, users can create and assign tasks to other staff that will be connected to the object record. Once created, tasks will appear on that staff’s AmpliFund calendar, and they will receive email reminders related to that task.

1. Open an object record.
2. Open the Tools tab>Tasks.
3. Click the   (Edit icon) next to a task name.
   
4. Update the information as necessary.
5. Click Save.

-- OR --

1. Open an object record.
2. Open the Tools tab>Tasks.
3. Select task checkboxes.
4. Click the   (Edit icon) under Actions.
   
5. In the pop-up window, select Task Status, Responsible Individual, and/or Due Date.
6. Click Save.