Menu

Search

Calyx Software Knowledgebase


2618 Editing A Task


Administrator
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.

    or

    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.

 

© Calyx Technology, Inc. 1991-2017. All rights reserved.


Also In This Category


Did this article help answer your questions or resolve your problem?

Optionally provide private feedback to help us improve this article...

Thank you for your feedback!


Details
Last Modified: 9 Months Ago
Last Modified By: cswms
Type: Point
Article not rated yet.
Article has been viewed 1.4K times.
Options