Salestrail

You can complete / delete / update a task by following these steps:

Go to Tasks Overdue or Tasks Upcoming, depending where the needed task is.

1. Go to Tasks Overdue or Tasks Upcoming, depending where the needed task is.

2. Choose the task that you want to modify.

3. Choose if you want to complete / delete / update the task.

4. If you choose Complete, the task will be marked as Complete in your CRM.     If you choose Delete, the task will be deleted from your CRM.

5. If you choose Update Task, please follow these steps:

Change the task's owner if needed, otherwise, proceed.

- Change the task's owner if needed, otherwise, proceed.

Change the type and date of task if needed, otherwise, proceed.

- Change the type and date of task if needed, otherwise, proceed.
- Add note to the task (Optional).

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<a href="https://help.salestrail.io/en/articles/3844811-how-to-assign-a-salesforce-task-to-someone-else" rel="nofollow noopener noreferrer" target="_blank">How to assign a Salesforce task to someone else.</a>

<a href="https://help.salestrail.io/en/articles/3534650-how-do-i-create-tasks-in-salestrail" rel="nofollow noopener noreferrer" target="_blank">How do I create tasks in Salestrail.</a>

<a href="https://help.salestrail.io/en/articles/3772312-how-to-create-a-task-for-a-specific-salesforce-contact" rel="nofollow noopener noreferrer" target="_blank">How to create a task for a specific Salesforce contact.</a>

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- <a href="https://help.salestrail.io/en/articles/3772312-how-to-create-a-task-for-a-specific-salesforce-contact" rel="nofollow noopener noreferrer" target="_blank">How to create a task for a specific Salesforce contact.</a>