Agency Platform > How To > Work with Diary Items > Edit

Edit a Diary Item

You can edit a task that is being viewed in a file (displayed at the bottom of the file window) using the Edit action explained here.

  1. To edit a diary item, you can right-click the diary item in the Work Queue or click , and then click Edit. If the diary is already open, click in the task area.
  2. If you need to change the priority, select the appropriate priority, in the Set Priority field.
  3. In the Description field, enter the appropriate description for the diary.
  4. Click Save to save your changes.

 

 

© 2017 Vertafore