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Editing a Task

Editing tasks, task assignment, task information, saving changes, driver route updates

Written by Mia Alter

You can edit a task at any time to update its details, assignment, address, timing, or other information.

Changes are saved immediately after clicking Save.


Opening the Edit Window

  1. Open the Dashboard.

  2. Locate the task you want to edit.

  3. Right-click the task.

  4. Select Edit Task.


Updating Task Information

The Edit Task window allows you to modify different parts of the task, including:

  • Orderer

  • Assignee

  • Waypoints

  • Task Category

  • Address

  • Description

  • Custom Fields

  • Any other available task information configured for your account

Expand the relevant section, make your changes, and click Save.


Saving Your Changes

After making your changes:

  1. Review the updated information.

  2. Click Save.

  3. The task will immediately update across the dashboard and mobile app.

Note: Depending on your workflow, updating a task may immediately affect the assigned driver's route or task information.


Alternative Ways to Open the Edit Window

You can open the Edit Task window from several places within GSMtasks wherever the Edit Task option is available.

For example:

  • Dashboard (Map View)

  • Task List

  • Task Information panel.


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