Tasks Dashboard - Actions Column
Questions / Support Articles related to the Actions Column
To delete a task from the Tasks dashboard, click the red Delete button in the Actions column and click "Ok" to confirm deletion of the task. Ap...
Wed, Apr 21, 2021 at 11:59 AM
To edit a task on the Tasks dashboard, you'll want to click the Edit button under the Actions column, make your updates to the task, and click the Upda...
Wed, Apr 21, 2021 at 12:00 PM
To view the task details on the Tasks dashboard, click the Blue/White eye under the Actions column to view the details of the task. Applicable User Seat ...
Wed, Apr 21, 2021 at 12:01 PM
To view the lead details (lead pop-up) for the task on the Tasks Dashboard, click the Green/White eye under the Actions column to view the lead pop-up wind...
Wed, Apr 21, 2021 at 12:02 PM
To call a lead from the Tasks Dashboard, click the green click-to-call phone icon under the Actions column. Applicable User Seat Types Admin Galaxy ...
Wed, Apr 21, 2021 at 12:03 PM
To mark a task as Completed on the Tasks Dashboard, click the blue/white checkbox icon under the Actions column and then click Ok to confirm the action. A...
Wed, Apr 21, 2021 at 12:07 PM