Change tasks

There may be occasions when you need to edit an existing task. Maybe you want to add a reminder or enter a percentage complete estimate.

To change a task:

1. In the Task view, do one of the following:
• Double-click the task you want to change.
• Select the task, and click Edit Task on the Home tab.
• Right-click the task and select Edit Task.
2. Amend the task details, as required.
• You can also make the task recur.
• You can also set a reminder.
3. Click OK to save your changes.

Tip You can also edit a task from within the Client and Matter Details screens. On the Diary tab, right-click a task and select Edit Selected Appt/Task.