Users who are able to view a group task will be able to edit that particular task. Below are the steps to edit a task:
1. From the tasks listing, click on a group task record to edit its details.
Alternatively, a group task can also be edited directly from the tasks listing under 'My Tasks'.
2. A popup screen will appear allowing you to edit the selected task.
Below is a description of the various icons available on a task created from 'Tasks' tab:
Icon | Field Name | Purpose |
Complete Task | Quick option to complete task and change task status to 'Completed'. This icon will show disabled if task status is already completed. Completed tasks will show with a strike-through mark in the tasks listing as shown below (not applicable for project tasks):
| |
Group Task | Indicates that this task is on a group. | |
- To Do / - Open / - In Progress / - Cancelled /
- On Hold / - Completed / - Archived | Status | To view / change task status. Mouse hover on this icon to view current task status as tooltip. |
- Normal / - High / - Critical | Priority | To view / change task priority. Mouse hover on this icon to view current task priority as tooltip. |
History | Displays task history. | |
Edit Task | To edit task details. You can change the due date, change assignee, edit task title, change task priority, change task status, upload attachments, add a task description or send an aMessage on given task. | |
Location | Displays task location. This field cannot be edited. | |
Assignee | To view / change task assignee. | |
Due Date | To view / change task due date. | |
Description | To edit task description. | |
Attachment | To view existing / upload a new attachment for this task. | |
aMessages | To send new aMessages / reply to existing aMessages on this task. |
Check: FAQs
Related Articles: My Tasks, Create a Task
Next Article: Filters in Tasks tab