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How to edit a task

This how-to guide walks you through the steps of editing a task within the BoardLeads area, from accessing the specific task details page to updating information and…

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·6 steps·31 views·Published

This how-to guide walks you through the steps of editing a task within the BoardLeads area, from accessing the specific task details page to updating information and collaborating with teammates effectively through email. Follow these concise instructions to manage your leads smoothly and enhance your workflow.

Step-by-step Guide6 steps

  1. Click the BoardLeads section

    This action will navigate you to the BoardLeads area, allowing you to manage your leads effectively in the workspace.

    Click the BoardLeads section
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  2. Click the 'Click here' link

    By clicking this link, you will navigate to the specific task details page, allowing you to view and edit the task information.

    Click the 'Click here' link
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  3. Press a

  4. Click the Task 4 header

    This action opens the Task 4 section where you can write updates and mention teammates to collaborate effectively.

    Click the Task 4 header
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  5. Press A

  6. Type your message in the Textarea

    Enter 'Send email' in the Textarea to initiate your communication. This will allow you to write an email update and mention other users as needed.

    Type your message in the Textarea
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