How to Update Task Details?

How to Update Task Details?

The information pertaining to a task such as priority, status, the outcome is prone to change over time, after the creation of the Task. Users can update the task details using the Edit Tasks feature. This article covers the steps to be followed for editing/updating details of a Task-based on the latest received information.

Prerequisites

  1. Permissions:  Any user with permission to update and update all a Task.
  2. Product Plans: Embark/Elevate
  3. Activities to be Completed: None

Steps

Step 1 
Click on the 'Tasks' tab on the homepage. This will open the Tasks List page. Find the Task to be edited from the list,  either manually scrolling down or by using the filters. Click on the Task name to navigate to the Task details page.




Step 2
Click on the 'Edit' button on the top right corner of the Task Details pane to open the 'Edit Task Form'.


Step 3
Fill in the new details of the Task/ update existing details in the 'Edit Task' form. 



Step 4
After filling in the Task details in step 3, click on the Save button. Then, a success message will be presented; after which the user will be directed to the page, where the updated details of the Task will be displayed.




    • Related Articles

    • How to cancel the task

      Prerequisites Permissions: Any user with a permission to Create/Update the Task Product Plans: Embark/Elevate Activities to be Completed: None Step By Step Process 1.) Select Kylas Sales option shown in the topmost corner and click on the task shown ...
    • How to Enter Custom Time Interval for Task

      This article covers the steps to be followed for editing/updating details of a Task related to time change in interval. Prerequisites Permissions: Any user with permission to Create/Update permission on a Task. Product Plans: Embark/Elevate ...
    • How to Reschedule Task

      You can create tasks and schedule reminders for your sales users to perform any activity. Prerequisites Step By Step Process Prerequisites Permissions: Any user with update permission on Task and special permission of task on required entity. Product ...
    • How to create a Task in Kylas CRM?

      This article covers the steps for creating a Task, the dependencies, and pre-requisites for executing the feature, glossary/definition of domain-specific entities associated with the process of creating a Task. What is a task in Kylas CRM? ...
    • How to Share Tasks with other users/teams?

      In Kylas CRM, there is a provision for users/teams to collaborate on sales activities like calls, in-person meetings, etc by adopting the Share Tasks feature. The owner of a task can share the same with a user or a team present in Kylas CRM. This ...