Edit an existing activity

Sometimes an activity will need to be edited due to clerical errors or to update information. The following steps will show you how to edit an activity in the Method Activities App.

  1. From your Method dashboard, click Due Now on your Activities App. This opens your Activity List.
    You can also click on an activity in your Calendar. If you do, skip to step 4.
  2. Search the list manually for the activity you’d like to edit, or use the search function to locate it. 
  3. Click the activity to open the Edit Activity screen, which displays all the information you input when you originally saved this activity. 
  4. This screen has the same details as the New Activity screen. Change the information in any of the fields and schedule a follow-up in the same way you did on the New Activity screen. 
  5. Click Save to save your changes.

The changes you've implemented will now be viewable by all users with access, wherever this activity appears. This includes the calendar and in any cases or opportunities linked to this activity.


Was this article helpful?

Can’t find what you’re looking for?

Contact Us