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3 min readBasicAgentManagerAdmin

Marking done, snoozing and quick edits

Close a task in one click, push it to tomorrow, change priority without opening anything.
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Steps

  1. 01

    Mark done

    Click the circle at the start of the row. The task is struck through and stays put until the page reloads.
    Mistake? Click Undo in the pop-up.

    You should see: "Task completed" — and the ring moves forward.
  2. 02

    Snooze

    Hover the row and click the clock Snooze to… → Today · Tomorrow · In 2 days · Next week.

    Tip: Need a specific date? Click the date on the row and pick it. Clear date is there too.
  3. 03

    Change priority or category in place

    Click the priority flag or the category on the row — a small picker opens and saves instantly.
    The ... menu also has Edit · Mark important · Open lead · Delete.

Questions

I ticked by mistake and it vanished.

Click Undo in the pop-up. Later — show completed tasks (the eye button) and click the circle again.

A "Meeting" task won't let me edit it.

It's a meeting reminder. Change the meeting itself in My schedule.