Previously, when you created a task—whether from the Contacts, Deal Card, Tasklist module, or the ‘add task’ option throughout the module—and added it to the calendar, any updates to the task would reflect in the calendar. However, editing, postponing, or advancing the task would trigger repeated task notifications as reminders from the calendar event. Now, with the enhancement, any updates made to the task will also update the calendar event accordingly.
Use Case: Any edits you make to tasks within the Deal Card, Contacts module, or Tasklist will be accurately reflected in your calendar, eliminating redundant notifications and ensuring your calendar stays up-to-date and clutter-free.
To View the Enhancement:
- Select a Contact and Click on the Action Button.
- Next, click on the ‘Add Task.’
- Assign a task and make sure to click on ‘Add Task to Calendar.’
- Click on Save.
- You will receive a success message saying: ‘Success Task Added.’
- The task has been successfully added to the Calendar as well.
To Edit the task in the calendar:
- Click on the edit option.
- Update the task within the calendar event, such as changing the date and time.
- The task will then be updated within the calendar.
