Edit Activity

To edit an activity, follow the steps below:

1. Select an activity on the Activities tab to edit.
2. Make edits to fields on the General tab.

   

3. Click the Management tab to edit the Status, Owner, and other details displayed.

   

4. Click the Comments tab to add a comment. Click the three-dot menu to edit or remove an existing comment.

   

5. Click the Actions tab to add a new action. Click the Select Date link to add a date, enter the description and click the Add button.

   

6. Click the Additional tab to add the ‘Received Date’, ‘Sent Date’, and the Document Link.
7. Click on the Save button once all the updates are made.