Edit a Task

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 (using the filters if needed).
   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 (using the filters if needed).
   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.

Related Articles

1. Create a Task
2. Copy a Task
3. Complete Tasks
4. Delete a Task