Edit a Task

Edit a task or the resources it manages

1. Go to the Tasks page

In the top-bar navigation menu, click Teammates. Then in the left-hand menu, click Tasks.

Here you can see a list of your existing tasks.

2. Open the Action Menu

Locate the task you want to edit. Click the icon to the right of it to open its action menu.

3. Click Edit

This will re-open the form that you filled out previously.

4. Update Task Details

Update whichever details you want to change.

5. Save Task Details

Once all mandatory fields in the form are completed, click Review.

6. Review & Delegate

A confirmation screen will appear. Review the information and if it looks okay, click Delegate to save your changes.

As in the creation of a task, it takes time to apply changes. Keep checking the Tasks page and refreshing the page to see the most up-to-date status of your task.

If there are any errors, click on the task for to view a detailed error message. Reach out to us at [e-mail] if you're having any issues.