Tasks Detail Page
View task details such as status and the related account.
- To edit task details, click Edit, make the necessary revisions, and click Save.
- To duplicate the information, click Duplicate. You can then make modifications to the record and save it as a different task. The system displays the new record in the Tasks list.
- To delete a task, click Delete.
- To close the page and create a new task, click Close and Create New.
- To create a note or an attachment related to the task, click Create Note or Attachment.