Changing plan task settings

First open a plan and find the task you want to update. Then click the manage button (three dots), and then Task settings.

You can make these changes:

  • Name & description
  • Due date (change to a specific date, or remove the due date)
  • Make optional

Click Save changes when you're done.

Note: To configure the task action (i.e. settings specific to the task action), click on the name of the task.


From deal to done, in minutes

Onthen centralizes your onboarding process into one branded, frictionless task page. No more email chains, no more chasing up.

Your branding
Syncs with HubSpot
Chases up for you