Certain task details are editable by the task creator, even after the task has been created.
To edit the details of tasks that are To-Do or In Progress status (whether independent of or part of a Project)
- Navigate to Work.
- Click the task you wish to edit.
- Proceed to make the desired changes.
To edit the details of an upcoming task within a Project
- Visit the Projects tab within the Work module.
- Click on the project with the task you want to edit. This will expand it and reveal all the tasks belonging to that project.
- Click the action button
on the row of the task you wish to edit, and select Edit. - The Edit Task window will open. Make the changes you need to make.
- Click Edit.
Which task fields are editable?
Once a task has been created, you may open it to edit any of the following fields:
- Due Date
- Assignee
- Task Watchers
- Status
- Instructions
- Folder chosen for a document upload request (for tasks recurring as part of a project, the folder can be changed for the current task; for all open, upcoming, and future tasks; or for the current task and all tasks later than the date specified in the modal:
Is there anything I can't edit?
The following items associated to a task cannot be edited:
- Client - If you've accidentally associated a task with the wrong client, you'll need to delete the task and recreate it for the correct client.
- Comments from others - You can only delete or edit your own comments.
- Requester - Users creating the task are always listed as the requester. If it's important for the task to have come from a specific user, that user will need to log in and create the task themselves.
- Task log - The log is immutable.