How do I edit tasks?

To edit the details of tasks that are To-Do, Upcoming, or In Progress status (whether independent of or part of a Project)

Option 1: Edit the field in the task table

Most task details you need to edit after creating your task can be edited right in the task table (except task instructions—if you need to edit these, use Option 2).

1. Locate the task in the task table.
2. Click the drop-down for the field you wish to edit.
3. Make the desired change.

Option 2: Open the task

If you need to edit task instructions, this is the method you'll need to use.

1. Navigate to Work.
2. Click the task you wish to edit.
3. Proceed to make the desired changes.

Which task fields are editable?

Once a task has been created, you may open it to edit any of the following fields:

• Due Date
• Assignee
• Task Watchers
• Status
• Instructions
• Folder chosen for a document upload request (for tasks recurring as part of a project, the folder can be changed for the current task; for all open, upcoming, and future tasks; or for the current task and all tasks later than the date specified in the modal:
  

Is there anything I can't edit?

The following items associated to a task cannot be edited:

• Client - If you've accidentally associated a task with the wrong client, you'll need to delete the task and recreate it for the correct client.
• Comments from others - You can only delete or edit your own comments.
• Requester - Users creating the task are always listed as the requester. If it's important for the task to have come from a specific user, that user will need to log in and create the task themselves.
• Task log - The log is immutable.