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Edit a Task

Learn how to edit both incomplete and complete tasks.

Written by Thomas Wallace

Updated at July 11th, 2025

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Table of Contents

Task Permissions Steps to Edit a Task - Mobile Steps to Edit a Task - Desktop

Learn how to edit both incomplete and complete tasks.

 

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Task Permissions

  • If a user only has the ‘Create’ task permission, they can only edit their own tasks.
  • If a user also has the ‘View all’ task permission, they can edit all tasks.

 

 

Steps to Edit a Task - Mobile

  1. Navigate to the tasks page.
  2. Identify the task you wish to edit.
    1. For an incomplete task: Select ‘Edit’.
    2. For a completed task: Select ‘View’ and then select ‘Edit’.
  3. Make any changes you wish to instructions , attachments, assignee etc.
  4. Select ‘Save’.
  5. Any user associated with that task will be notified that is has been edited.

 

 

Steps to Edit a Task - Desktop

  1. Navigate to the tasks page.
  2. Identify the task you wish to edit.
    1. For an incomplete task: Select ‘Edit’.
    2. For a completed task: Select ‘View’ and then select ‘Edit’.
  3. Make any changes you wish to instructions , attachments, assignee etc.
  4. Select ‘Save’.
  5. Any user associated with that task will be notified that is has been edited.

 

 

modify task revise job edit task change task edit

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