Editing a task lets you update its details after creation — whether the due date has shifted, the assignee has changed, or you need to clarify the subject. Use this guide to make changes to an existing task from the Tasks panel or a Person's profile page.

After completing this guide, you will be able to:

• Update a task's subject, related Person, due date, or assignee
• Save changes to an existing task without losing it

This article includes:

• Before You Begin Editing Tasks
• Edit a Task Steps
• How to Know It Worked
• Next Steps and Related Articles

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Before You Begin Editing Tasks

Before you edit tasks, please note the following:

• Task Type cannot be edited after a task is created — all other fields can be updated.

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Edit a Task Steps

To edit steps from the Rhythm Focus zone:

1. Navigate to the task: Find the tasks in your Rhythm Focus Zone.

1.Navigate to the task: Find the tasks in your Rhythm Focus Zone.
2. Hover over the task: Hover over the task — action icons replace the due date display on the right side of the tile.
3. Select Edit Task: Click Edit Task (pencil icon). The Edit Task module opens.

4. Make your changes: Update any of the following fields:

• Subject
• Related Person
• Due Date
• Assignee

5. Save the task: Click Save Task.

Figure 1: Task editor from the Rhythm Focus zone.

To edit steps from the Person Profile page: 

1. Navigate to the task: Go to the Tasks panel on the Actions Dashboard, or open the Upcoming Activities panel on the relevant Person's profile page.
2. Hover over the task: Hover over the task — action items replace the due date display on the right side of the tile.
3. Open the task options menu: Click the down arrow to open the additional task options menu.
4. Select Edit Task: Click Edit Task. The Edit Task module opens.

Figure 2: Task tile with down arrow highlighted and Edit Task option visible in the dropdown

5. Make your changes: Update any of the following fields:

• Subject
• Related Person
• Due Date
• Assignee

6. Save the task: Click Save Task.

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How to Know It Worked

You've successfully edited a task when:

• The updated details appear on the task tile in the Tasks panel or Upcoming Activities panel.
• The task reflects the new due date in your Rhythm Focus Zone.

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Next Steps and Related Articles

Next: Run a Task in Salesloft: How to execute the task once it's ready
Related: Reschedule a Task in Salesloft: How to quickly move a task's due date from the Rhythm Focus Zone without opening the edit module
Related: Delete a Task in Salesloft : How to remove a task that is no longer needed