Users who can 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 the left panel. Select a particular group and click the 'Tasks' tab on the right side.
2. Within the 'Tasks' tab, two separate tabs named 'All Tasks' and 'My Tasks' will be available. 'All Tasks' shows all tasks in the 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 to the image below and the following table to understand the 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 the current task status. The green flag indicates normal priority, the yellow flag indicates high priority, and the red flag indicates critical priority. Click to edit task details. |
3 | Title | Displays task title. Click to edit task details. |
4 | Assignee | Displays the name of the assignee for this task. Click to open their contact card. |
5 | Due Date | Displays the 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:
The 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 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. |
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. |
Next Article: View/Edit a Group