For the complete documentation index, see llms.txt. This page is also available as Markdown.

Edit a Task

Update task details including title, assigned user, description, and due date to keep your team aligned.

Sometimes details change — you may need to adjust a due date, reassign a task, or update its description.


Editing a Task

  1. Locate the task you want to update (from Tasks page, or deal/contact/company)

  2. Click directly on the task or the "..." (More) menu beside the task & edit.

  3. In the edit dialog, you can update:

    • Task Title

    • Assigned User

    • Description

    • Due Date & Time

  4. Click Save to confirm your changes.

Pro tip: When you reassign a task to another user, it will immediately appear in their task list and activity logs, keeping everyone aligned.

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