Editing Or Correcting A Task Type
This article discusses the process of editing or correcting a task type.
How do you edit/correct a task? Let's say it shows a task completed as a "call" and you need to change that to an email sent.
You can edit that by following the steps below:
1. Go to the Contacts menu option.
2. Click Manage Tasks in the sub-menu.
3. You can either search the task in the search bar to the right or find the task by filtering by user and status.
4. Then, you can click on the "Edit task" button to the right of the task to change the task type.