Shared guide

How to add updates to an item

Step-by-step guide covering: Click the BoardLeads section; Click here to open Task page; Click here to add an update; Type 'Email sent.' in the update field.

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Step-by-step Guide5 steps

  1. Click the BoardLeads section

    This action navigates you to the BoardLeads area, allowing you to manage and analyze your leads effectively.

    Click the BoardLeads section
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  2. Click here to open Task page

    Clicking this link will navigate you to the detailed Task page where you can view and manage the specific task's information and status.

    Click here to open Task page
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  3. Click here to add an update

    Clicking this link allows you to input updates related to your task. This feature enables you to share progress, mention team members, or attach files.

    Click here to add an update
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  4. Type 'Email sent.' in the update field

    Enter 'Email sent.' in the text box to log the status update for this task. This update will notify team members of the current progress related to the task.

    Type 'Email sent.' in the update field
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  5. Click the Update button

    Clicking this button will save your current changes and update the task status to reflect that the email has been sent.

    Click the Update button
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