Follow

How to Edit or Remove a Task from an assigned "Follow Up Plan"

I- From Properties

1- Click on "Properties" in the navigation bar.

2- From there stay on "Property Manager".

3- Click on the "Next Task Due" next to the respective Property.

5- A window will roll down with all the tasks: Due and Completed

6- To Edit click on the "Green Pencil" next to respective task, a window will roll out, change what needs to be and save it.

7- To Delete click on the Red Trash Can next to the respective task.

8- You can also "Complete or Uncomplete" tasks by clicking on the Red Check Mark.

II- From The Client Personal Profile Page

See the article View, Add, Edit and Remove Contact Tasks

III- From The Task Page

See the article Edit or Remove Tasks

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