Search results for: how do i edit or delete a task

Search results for: how do i edit or delete a task

How do I edit or delete a task?

Learn how to edit, delete, and restore tasks and notes… How To Edit a Task… How to delete a Task

Written by Angela Lynch
Updated over a week ago

How do I edit or delete a comment?

Edit or delete a comment on a task… How to edit or delete a task comment… Applies to: All (Users, Managers, & Admins) If you've created a comment on a task, you can also edit

Written by Angela Lynch
Updated over a week ago

How do I create a task?

Organize and prioritize your work with Tasks… Applies to: All (Users, Managers, & Admins) Create a task for yourself or another member of your… Enter a title and a description by clicking Edit. Step 4

Written by Angela Lynch
Updated over a week ago

How do I adjust access or delete a report?

Control which members of your team can view certain reports or remove reports entirely… How to delete a report… How to change a report's user access

Written by Angela Lynch
Updated over a week ago

How do I comment on a task?

Leave a comment on a task to let your team members know if you have any questions or what you have completed… You can also edit, delete or copy a link to the comment you've left previously… To Leave a Comment on a Task:

Written by Angela Lynch
Updated over a week ago

How do I delete a segment?

Delete a segment… Applies to: All (Users, Managers, & Admins) There are two places where you can delete a segment:… In the dropdown, select Delete Segment It will immediately delete from your segment page

Written by Angela Lynch
Updated over a week ago

How do I delete a sale?

Delete a sale… To Delete a Sale:… Applies To: Admins From time to time you may want to delete a sale, for example if it is ineligible

Written by Angela Lynch
Updated over a week ago

How do I delete a Story?

Remove old or unwanted Stories from your lists and searches… How to delete a Story… Applies to: All (Users, Managers, & Admins) When you need to remove a story, you can delete it from

Written by Angela Lynch
Updated over a week ago

How do I add a note or task to a customer's profile?

Leave a note for yourself or your team on a customer's profile… How to add a note to a customers profile… into a task by simply adding a deadline to it

Written by Angela Lynch
Updated over a week ago

How do I edit a segment?

Change the name or description of your segment, or remove it entirely. … More information: How do I share a segment? Still Need Help?… Applies to: All (Users, Managers, & Admins) There are 2 ways to edit the name or description of a

Written by Angela Lynch
Updated over a week ago