AdvoLogix Help

How do I edit a Task?

Updated on

A Task can be edited a couple different ways.

Activities Tab

Activities TAB

Edit a Task from the Activities List View

Edit A Task From The Activities List View

Click EDIT next to the Task you wish to edit.

Optionally, Edit A Task ~ From An Activities Related List

Click EDIT next to the Task you wish to edit.

Task Edit Page

Task Edit page

Edit any information you wish to change and click SAVE

Task Detail Page

Task Detail page
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Standard Salesforce Functionality (MM)

Introduction to AdvoLogix and the Salesforce Platform 12
Matter Management in Lightning⚡Experience 3
Customizing AdvoLogix and the Salesforce Platform 22
Subscription & Licensing Information 2
User Management 8
Security Controls 13
Application Setup 6
Accounts 9
Activities 6
Calendars 3
Chatter 11
Contacts 8
Dashboards 5
Documents 4
Email 7
Events 2
Files 2
Folders 4
Libraries 5
Salesforce CRM Content 4
Recycle Bin 5
Reports 9
Tasks 6
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