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Moving Tasks to a Folder

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Bytimothy A
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Overview: 
Changing Task Due Date lets you update the deadline for a task to reflect new timelines or adjustments. This helps ensure tasks are completed on schedule and keeps your workflow organized and up to date.

Follow these steps to change a task’s due date:

Step 1: On your Dashboard, navigate to the Tasks tab under the Customers section.
Step 1: On your Dashboard, navigate to the Tasks tab under the Customers section.

Step 2: You will then be navigated to the Tasks tab.

Step 2: You will then be navigated to the Tasks tab.

Step 3: Select a task and click on the three-dot menu to reveal additional options, such as Edit Task and Delete. From here, click on the Edit Task button.

Step 3: Select a task and click on the three-dot menu to reveal additional options, such as Edit Task and Delete. From here, click on the Edit Task button.

Step 4: Alternatively, hover over the task title and click it to edit.

Step 4: Or, you can simply hover over the task title and click it to edit.
Step 5: A pop-up window will appear, allowing you to adjust your existing task.
Step 5: A pop-up window will appear, allowing you to make adjustments to your existing task.

Step 6: Click on the Folder icon.

Step 6: Click on the Folder icon.

Step 7: A pop-up window will appear, displaying all existing folders available for selection.

Step 7: A pop-up window will appear, displaying all existing folders available for selection.

Step 8: Select a folder and click on it to move the task.

Step 8: Select a folder and click on it to move the task.

Step 9: Click on Update to save and apply the changes.

Step 9: Click on Update to save and apply the changes.

Step 10: A pop-up notification will appear, confirming that the task has been successfully updated.

Step 10: A pop-up notification will appear, confirming that the task has been successfully updated.

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