How do I edit an Existing Task?

1. Navigate to the Tasks section, then click the Edit (pencil) icon to the right of a Task.
   
   
   
   
2. The Edit Task modal displays.
   
   
   
   • Edit the Task as you wish.
     • The only required field is the Task Subject indicated with a purple bar.
     • Add a Description, Tags, Due Date, Matter/Lead, Status or color-code your Tasks.
     • You can also Add a reminder.
     • Attach documents under the Attach CARET Legal Doc tab.
     • Select Recurrence under the Recurring tab to make the Task a recurring event.
     • Select a Template for the Task or Add Subtasks under the Sub-tasks/Task Templates tab.
       
       
3. Click Update.

You are returned to the Tasks section. The Task now includes the latest changes.