How to Edit a Task

Editing tasks allows you to adjust information, deadlines, and status to keep activity tracking up to date, whether through the list view, calendar, or directly within a card.

1st Step: Accessing the Tasks Module

In the upper left side menu, click “Tasks” to open the tasks area. 

At the top, you will find two view tabs:

• List: displays tasks paginated in a list format.
• Calendar: shows the same tasks in a calendar format, allowing monthly visualization.

2nd Step: Editing a Task from the List or Calendar

1. In the List or Calendar view, click directly on the task row or block you want to edit.
2. This will open the edit modal, where you can modify:

• Title
• Description
• Start Date and End Date
• Priority (Low, Medium, High)
• Status (Open, In Progress, Completed, Overdue)

    1. To mark the task as completed, select “Completed” in the Status                field

    1. Click “Save” to apply the changes.

3rd Step: Editing a Task from a Card

1. Navigate to “Pipelines” or “Cards” and open the desired card.
2. In the card modal window, click the “Tasks” tab.
3. Locate the task in the list and click the eye icon to view details and open the edit modal.
4. In the modal, adjust the desired fields (Title, Dates, Priority, Status) and click “Save”.
5. To mark the task as completed, click the checkbox next to the task name.

Best Practices:

• Review the task history before editing to understand the context.
• Communicate deadline changes to the team when modifying start or end dates.
• Add a brief comment explaining changes to title, priority, or status.
• Avoid simultaneous edits by confirming no one else is editing the same task.
• Validate the update after saving by checking both list and calendar views.

Conclusion:

You have learned how to edit tasks through the list view, calendar, and directly within cards by adjusting title, description, dates, priority, and status. If you have any questions, contact our support team.