Edit and complete a task

Tasks can be managed from the diary or from the task list.

The task list will appear before the home page each time you login to actisCRM, or from the menu select Activities, Tasks

On the task list use the radio buttons and tickboxes to select which tasks and reminders to display:

• All Tasks: tasks are added to the diary as actions for yourself
• Reminders Only: reminders are created for follow-up appointments from the contact record
• Include Actioned: include completed tasks and/or reminders
• Include Inactive: include cancelled or deleted tasks and/or reminders

Edit the task

1. From the task list or diary, select the task entry and click the View/Edit Task action OR right-click the task entry and select Open Task from the drop-down menu
2. Make any changes to the task as required and click the Save and Exit button to confirm the changes

Complete the task

1. From the task list or diary, select the task entry and click the View/Edit Task action OR right-click the task entry and select Open Task from the drop-down menu
2. Tick the Actioned checkbox to indicate the task is closed
3. Click the Save and Exit button to confirm the change

Cancel or delete the task

1. From the task list or diary, select the task entry and click the View/Edit Task action OR right-click the task entry and select Open Task from the drop-down menu
2. Untick the Active checkbox to remove the task from the list and diary
   OR
3. Click to select the task in the list
4. Click the Delete Task action
5. Click the Save and Exit button to confirm the change