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Edit a Task

This article explains how to edit a task and explains the different statuses a task can be assigned.

Updated yesterday

Users who can 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 the '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 the 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 or change task status.

Mouse hover on this icon to view the current task status as a tooltip.

- Normal /

- High /

- Critical

Priority

To view or change task priority.

Mouse hover on this icon to view the current task priority as a tooltip.

History

Displays task history.

Edit Task

To edit task details. You can change the due date, change the assignee, edit the task title, change task priority, change task status, upload attachments, add a task description or send an aMessage on a given task.

Location

Displays task location. This field cannot be edited.

Assignee

To view or change task assignee.

Due Date

To view or change task due date.

Description

To edit task description.

Attachment

To view existing attachments or upload a new attachment for this task.

aMessages

To send new aMessages or reply to existing aMessages on this task.


Check: FAQs

Related Articles: My Tasks, Create a Task


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