Editing Campaign Tasks

To edit campaign tasks:

  1. Select the Stages/Tasks tab, and click Edit from the Campaign detail view. See Campaign Stages/Tasks tab
    Note: To edit a campaign task you can also:
    • Select the task you require to edit, and then click Edit from the Insert Campaign or Copy Campaign windows,
    • Click Edit Task from the Add, Edit or Complete Stage window.
    • Click the Stages/Tasks tab, right-click in the grid, and then point to Edit Task from the Campaign detail view.
  2. Make changes if required, and click OK.
    Note: If you change the Needed Date field value, you are prompted to adjust the Needed Date of all other uncompleted tasks by the same number of days. You can click Yes to adjust the Needed Date of the other tasks.