Modify a Phase or Task Record

Use the Project Info Center form to modify phase or task records. If you need to update the same data in multiple records, use the Search and Replace utility.

To modify phase or task information, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Projects.
2. On the Project Info Center from, select the project record.
3. Click the Phase/Task icon.
4. On the Phase/Task lookup, click the name of the phase or task.
5. Modify the phase or task information.
6. Click Save.