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Pre-Built Marketing Projects - Modifying Project Details

Once you’re in a project, you may wish to modify the activities, which is easy to do.

To modify task, deliverable or category names – simply double-click on the activity line to edit in-line, or click on the Edit icon to edit the details. You can change the name and the description to completely customize your work.

Saving Work from Editing an Activity

To reorder or delete activities – click the Delete icon to delete a category, deliverable or task. If you delete a category, ALL DELIVERABLES AND TASKS embedded in it WILL BE DELETED. To move a task to another deliverable or category, click and hold and drag it to another deliverable or category. Drop it there, then delete the remnant deliverable or category.

Pre-Built Projects Drag and Drop