Record Attempt

To mark an activity as attempted and reschedule it for a later date:

1. Open the Tasks object. The Tasks page opens.
2. Select the option from the Show drop-down list that will display the appropriate list of tasks. For example, the option Tasks Due This Month will display all outstanding tasks.
3. Click the Attempted button next to the task you want to mark as attempted. The Record Attempt page opens. The Subject displays the task title under Activity Details
4. Verify that the information under the Attempt Details section is correct.

   Action

   The type of action you attempted

   Additional Notes

   Enter text that applies to this action/activity

   Record this Attempt as Activity

   Marks the activity (task) as attempted

   Reschedule Activity Date

   Enter or select a new due date using the Calender button, if applicable

5. Click Save to save the record of the attempted activity.