Shared guide

How to reschedule a task

Step-by-step guide covering: Click the CRM icon; Click the Tasks link; Click the Edit button; Click the Save button to update activity.

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Guide Video
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Step-by-step Guide8 steps

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Tasks link

    Click the Tasks link
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  3. Click the Edit button

    Click the Edit button
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  4. Click the Save button to update activity

    Click the Save button to update activity
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  5. Click the date picker for task scheduling

    Click the date picker for task scheduling
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  6. Click the Save button to update task

    Click the Save button to update task
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  7. Click the 9:00 AM time slot

    Click the 9:00 AM time slot
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  8. Click the Save button

    Click the Save button
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