Edit Information for an Existing Task

Tasks allow you to create and track actions that need to be performed by you or by one of your co-workers. As such, task can be living tools to document action items or list of things that need to be addressed and you may need to add additional information to it.

After creating a task, you can proceed to edit it to add additional information to it or refine its content to better represent its requirements and progression.

There are additional options to modify task related content from the Actions menu. 

Additionally, you can create checklists for your tasks and use those checklists to improve your task progression tracking.

Edit an Existing Task

  1. Navigate to Tasks.
  2. Locate and open the task which you want to edit.
  3. Mouseover the information page.
  4. Click the Edit icon in the upper right corner of the information page.
  5. Scroll down or use the left hand navigation menu to locate the information you want to edit.
  6. Modify the information as needed.
  7. Click the Save button.
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