Editing a task

You can edit a project task at any stage when its details, schedule, assignee, budget, or status need to change. There are two ways to find the task:

• open it directly from the project and task list;
• find it with filters.

Open and edit a task from the list

1. Open Projects & Tasks from the top menu. Expand the project that contains the task.
2. Open the task by clicking its title or use the edit action on the right side of the row.

3. Update the required fields in the Edit task window.

The available fields include:

• Project — the project that contains the task;
• Priority — for example minimum, maximum, critical, or blocked;
• Title and Type;
• Status;
• Start date and Deadline;
• Estimate — enter weeks, days, hours, and minutes in the supported format, for example 3w 4d 2h 20m;
• Description;
• Assignee and Author;
• Budget, Rate, and Currency. Use the same currency as the project budget.

The statistics panel on the right lets you review recorded task data while editing.

4. Click Save to keep the changes. Click Close to leave the window without saving additional changes.

Find a task with filters

1. Open Projects & Tasks and click Filters.
2. Use one or more available filters: phrase, project or task, date, status, priority, type, group, or user.
3. Click the search icon to apply the filters.
4. Open the required task from the filtered list, edit its fields, and click Save.

Related instructions

• How to create a task
• Task types
• How to add a comment to a task
• How to specify or change a task budget