Tasks
Edit a task
Admins & staff
Change a task's details, due date or requirements after you have created it.
Where:SidebarTasks
- Select Tasks in the sidebar, then select the task.
- Select Edit.
- Change what you need on the General, Checklist, Links and Advanced tabs.
- Select Save Changes.
Good to know
- You cannot change the client, so cancel the task and create a new one for a different client.
- Edit is not available for completed or cancelled tasks.
- Saving changes does not notify the client.
Related
- Set a due date and timeGive a task a due date, and a due time if the deadline is within the day.
- Cancel a taskWithdraw a task you no longer need so the client stops seeing it.
- Send a draft task to a clientMake a draft task visible to the client when you are ready.
- Attach a library file to a taskGive the client a document from your File Library to read or review with a task.