How to Change the Related Contact for an Existing Task?

For each task, you can edit the various fields of your tasks such as Responsible, Related contact, Status etc.

To edit the related contact of your tasks:

  1. Go to the Tasks section.
  2. Select the task which you want to edit.
  3. Go to ‘Additional Info’ in the Task edit window.
  4. Remove the name in the ‘Related contact’ field and start typing the name you want to assign.
  5. Select the name from the drop-down that appears.
  6. Click anywhere outside to save the change automatically.

 

  • Your task is now related to the updated contact entered.

 

 

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