Reschedule a meeting

Follow

Did you know you can reschedule both meetings and contact before meeting tasks simultaneously? Check this article out so you can learn how to do it!

 

Take into account that you must have selected the option 'reschedulable' while creating a new cadence if you want to reschedule these tasks.

 

reschedulable.png

 

Once this setting is done, you can reschedule both the meeting and the contact before meeting task at the same time. Go to the tasks feed and click on the dots and in edit activity. Change the date and remember to save changes. After rescheduling the meeting task, the contact before meeting task will be automatically updated.

 

edit.png

 

cahnge.png

In Account Settings > Preferences > General Settings you can also mark if you want the scheduled task to be generated on weekends or not.

 

Captura_de_Pantalla_2022-06-23_a_las_10.52.11.png

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.