How to edit a task

This feature is available only to PRO Connect or Work Subscribers.

You can edit a Task by following these steps:

1. Click on the Task Board icon in the navigation bar on the left. Note: You can also edit a Task by viewing the Job and clicking on the Job's Task Board tab.
2. Click on the Task that you'd like to edit. Note: You can use the Search and Filter options at the top to easily find the Task you're looking for.
3. Update the fields on the right-hand side:
   • Label (required): This is the name of your Task.
   • Description (optional): Use this to provide a description of the task.
   • Select the desired Priority (optional): High, Medium, Low.
   • Progress (optional)
   • Start / End Date (optional): This will add this Task to your company Calendar.
   • Users: This is used to assign this task to a User(s).
   • Task Resources (optional): Select the required resources for this Task.

How to edit a task in a job's task list.

1. Click on the Job icon in the navigation bar on the left. 
2. Click on the Task list icon in the navigation bar.
3. Click on the three dots to the far right of the task.
4. Select View / Edit Details
5. Update the fields on the right-hand side:
   • Description (optional): Use this to provide a description of the task.
   • Task Resources (optional): Select the required resources for this Task

Administrators can add Task Categories, Task Templates, and Task Resources:

• How to add a Task Resource
• How to add a Task Template
• How to add a Task Category

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