Calyx Software Knowledgebase

2618 Editing A Task

Loan-related Tasks

  1. Open Point
  2. From the Navigation Panel, click the Tasks tab
  3. Search for the task and double-click the task to open it.


    From within the Point file, click the Edit Task icon from the menu bar.
  4. In the Task Details window, you can do the following:

    • Add comments
    • Revise the Due date
    • Re-assign the task
    • Update the priority
    • Modify the status
    • Modify reminder dates and times

  5. Click Save to finish.


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Last Modified: 9 Months Ago
Last Modified By: cswms
Type: Point
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