Edition: Professional, Business, Enterprise
User-level: Assistant Project Manager, Project Manager, Director, Assistant Administrator, System Administrator
Previous steps: How to create a to-do in the opportunities screen
How to edit a to-do in the opportunities screen
Select an opportunity in the CRM.
Hover over an existing to-do. The to-do can be marked as complete by selecting the tick icon that appears, or you can select the to-do for further editing options.
After editing the to-do, select the Arrow icon on the top-left of the sidebar to save.
Select an existing to-do in an opportunity to edit the name, start/end dates, or staff assigned.
Where to next?
What other features does this relate to?