View / Edit a Task

This article helps you understand how to view or edit an existing group task.

Updated over a week ago

Users who are able to view a task will be able to edit that particular task. Below are the steps to edit a task:

1. All the groups accessible to you will be available to search from within left panel. Select a particular group and click on the 'Tasks' tab available at right side.

2. Within 'Tasks' tab, two separate tabs named 'All Tasks' and 'My Tasks' will be available. 'All Tasks' shows all tasks in selected group, while 'My Tasks' shows tasks assigned to the logged in user only.


Use the 'Search Task' box to search for a task by entering its keyword. Refer the image below and following table to understand task details screen:

Sr. No.

Field Name

Description

1

Status

Can be edited directly by selecting a new status from a dropdown list.

2

Priority

Mouse hover on this icon to view current task status.

Green flag indicates normal priority, Yellow flag indicates high priority. Red flag indicates critical priority.

Click to edit task details.

3

Title

Displays task title. Click to edit task details.

4

Assignee

Displays name of assignee for this task. Click to open their contact card.

5

Due Date

Displays due date for this task. Click to edit task details.

3. Click on the name of a task to start editing it. Task details will appear as shown below:

Task title will appear at the top. Below is a description of the various fields available:

Icon

Field Name

Description

- 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.

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.


Next Article: View/Edit a Group


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