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How to Edit a Task?

Ray avatar
Written by Ray
Updated over 2 weeks ago

You can edit a task from the Tasks listing or Task details page.

Method 1: Editing from the Tasks Listing Page

You can quickly update specific fields directly on the Tasks listing page:​

  • Due Date: Click on the due date field of the task you wish to change and select the new date.​

  • Assignee: Click on the assignee's initials, then choose a new team member from the dropdown list.​

  • Status: Click on the task's current status and select the appropriate status from the options provided.​

Method 2: Editing from the Task Details Page

For more comprehensive edits:​

1) Access the Task Details: Navigate to the Tasks module and click on the task you want to edit.​

2) Enter Edit Mode: Click on the edit icon to modify task details such as the task name, description, status, priority, due date, and assignee.

Status change

Priority change

3) Save Changes: After making the necessary edits, click 'Save' to update the task with the new information.​

Regularly updating task details ensures clear communication and effective task management within your team.​

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