Editing a To Do

To edit a To Do, you must have created it or be in the group assigned to it.

There are two ways to access a To Do for editing:

1. From the person's profile page:

1. Click on the Edit button on the To Do. (The To Do may also be found under the person's Notes tab).

2. Make your edits - change what needs doing, add a note, change the date, etc.

3. Click Save to update with your changes.

4. Select Delete to delete the task.

5. Or if you decide not to save any changes, click Cancel.

2. From your dashboard:

1. Find the To Do in the list on your To Do widget.

2. Click on the person it relates to.

3. This will take you to the person's profile page.

4. Follow the steps as above.