Editing and Managing Tasks
You can mouseover a task and click the following buttons:
Edit – Opens the task so any of its fields can be changed, or you can add notes. Once opened for editing, this is otherwise the same as making a new task, which you can read more about in this knowledge base article: https://billgoodmarketing.zohodesk.com/portal/en/kb/articles/adding-and-deleting-tasks
Mark as Complete – This is a convenient way to mark an activity to complete without having to edit the task and change the status field manually.
More Actions – Select from the following options:
- Print – Merge any documents attached to the activity. This takes you all the way to step 4 in this knowledge base article: https://billgoodmarketing.zohodesk.com/portal/en/kb/articles/merging-letters
- Email – Send an email to the people the task is for. Each household or contact listed in the For field, with a valid email address will be sent the email. You can read several knowledgbase articles about the email process here: https://billgoodmarketing.zohodesk.com/portal/en/kb/gorilla-5/emailing
- Delete – Permanently remove the selected task.
Note:
- Deleting a Task cannot be undone.
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