Manage Action Items by editing their details, marking them complete when finished, or deleting them when they are no longer needed to keep tasks accurate and up to date.
Options:
Edit or Complete an Action Item
Edit or Complete an Action Item
From the Profile:
After opening a contact profile, select the
Action Items tab. Double-click on the task to edit. If the task is being completed, enter a date in the Completion Date field, then select OK.
From the Calendar:
From the sidebar navigation, click
Calendar. Select the task to edit (shown in green). If the task is being completed, enter a date in the Completion Date field, then select OK.
From Upcoming Events:
If necessary, from the application topbar (next to your profile menu), click 
to open Upcoming Events. Expand the Action Items group, then double-click the task to edit it. If the task is being completed, enter a date in the Completion Date field, then select OK.
Delete an Action Item
From the Profile:
After opening a contact profile, click the Action Items tab, then select the delete button
next to the task to delete. Select Yes to confirm.
From Upcoming Events:
If necessary, from the application top bar (next to your profile menu), select the calendar button to open Upcoming Events. Expand the Action Items group and select the delete button next to the task to delete.