Edit tasks
With the Salesforce Lightning experience, the Open Activities and Activity History sections of a record are combined into one Activity timeline. With this change, Open Activities is now called Upcoming & Overdue, and Activity History displays by date. The steps below might vary based on the experience you are using.
You need to be the task owner to modify the details or to close the task.
To edit a task
- In the Open Activities section of a record, click Edit next to the task.
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Make the necessary changes to the task. See Create tasks for details on individual fields.
The required fields display a red indicator. These fields need to be complete before you can save the record.
- Click Save.