Skip to content
  • There are no suggestions because the search field is empty.

How do I edit tasks?

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, Upcoming, or In Progress status (whether independent of or part of a Project)

  1. Navigate to Work.
  2. Click the task you wish to edit.
  3. Proceed to make the desired changes.

⚠️ NOTE! The Edit Task window for Upcoming Tasks has a slightly different appearance from the others:

Screenshot 2025-04-18 at 4.37.03 PM

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.