Task Management Task View

Task View is where you can view the task parameters:

• Task type
• Related account
• Task status
• Comments
• Due date
• Assigned user
• Task creator
• Created date
• Recurring task indication

You can change the following task parameters in Task View:

• Comments
• Status
• Due date
• Assigned user

To open the Task View and change the task parameters:

1. Navigate to the Day View that currently holds the task you want to view. For more information see Task Management Day View.
2. Double click the task you want to view.
3. Add comments to the task as appropriate.
4. Click to change the Status.
5. Select the new Status from the picklist.
6. Click to change the Due Date.
7. Select the new Due Date from the calendar.
8. Click to assign the task to a different team member.
9. Select a new team member from the drop down list.
10. Click Save.