Click on Tasks in the sidebar
You can mark a task as done by clicking on the checkbox
Delete a task by clicking on the
icon
To edit a task, click on the task and edit one of the following parameters:
The staff member assigned to this task
The type of task
The nature of the task - relating to members, leads, general, etc.
The description
The date and time for execution of the task
Click save
You can also update a task through the profile page of a member or lead
Search for a member or lead in the search bar and the click on the “Tasks” tab in their profile
You can perform all of the same functionality as noted above from this new screen