Skip to main content

View or Edit a Task

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

Updated this week

Users who can view a task can edit that particular task. Below are the steps to edit a task:

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

  2. Within the 'Tasks' tab, two separate tabs, 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.

    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:

    • (1) Status - Can be edited directly by selecting a new status from a drop-down 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:

    1. Icon: - To Do / - Open / - In Progress / - Cancelled / - On Hold / - Completed / - Archived

      1. Field Name - Status

      2. Description - To view or change task status.

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

    2. Icon: - Normal / - High / - Critical

      1. Field Name - Priority

      2. Description - To view or change task priority.

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

    3. Icon:

      1. Field Name - Location

      2. Description - Displays task location. This field cannot be edited.

    4. Icon:

      1. Field Name - Assignee

      2. Description - To view or change the task assignee.

    5. Icon:

      1. Field Name - Due Date

      2. Description - To view or change the task due date.

    6. Icon:

      1. Field Name - Description

      2. Description - To edit the task description.

    7. Icon:

      1. Field Name - Attachment

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

    8. Icon:

      1. Field Name - aMessages

      2. Description - To send new aMessages or reply to existing aMessages on this task.
        ​

Next Article: View or Edit a Group

Did this answer your question?