Edit a Task
Update task details including title, assigned user, description, and due date to keep your team aligned.
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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.
Important: this feature requires the paid Operations add-on.
Locate the task you want to update (from Tasks page, or deal/contact/company)
Click directly on the task or the "..." (More) menu beside the task & edit.
In the edit dialog, you can update:
Task Title
Assigned User
Description
Due Date & Time
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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