Edit an activity

Tilgjengelig i alle planerSlik gjør duÅpne i DealJourney

To change an activity:

  1. 1Open Aktiviteter from the sidebar.
  2. 2Find the activity — the time and status filters above the list are usually faster than searching.
  3. 3Open the menu at the end of the row and choose Rediger aktivitet, or open the activity itself.
  4. 4Change what you need — headline, type, deadline, priority, assigned user, or the record it is linked to.
  5. 5Save.

Several fields can be changed straight from the list without opening anything: click the cell for the deadline, status, priority, or Tildelt bruker and edit it in place. This is the quickest way to reassign or push a batch of work.

To change only the next follow-up date, use Sett oppfølging from the row menu.

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