You can cancel to-dos that have been assigned to salespeople but no longer need to be completed, or have been canceled.
Cancel to-dos from the To-do List window. Depending on where you access the To-do List window from, the window shows to-dos for contacts, salespeople, campaigns, or teams. The following procedure shows how to cancel a to-do from the Contact card. The steps are similar for salespeople, campaigns, and teams.
To cancel to-dos
In the Search box, enter Contact, and then choose the related link.
Select the relevant contact.
On the Navigate tab, in the Contact group, choose To-dos.
In the To-do List window, select the to-do you want to close. To open the To-do card, on the Actions tab, in the General group, choose Edit Organizer To-Do .
On the To-do card, select the Canceled field.
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| Canceled to-dos are not removed from the To-do List window, but appear as canceled. To remove the to-do from the To-do List window, you must delete it. For more information, see How to: Delete To-dos. |
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |