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Edit individual tasks

How to edit task details in the side panel

Written by Camilla Lekman Hansen

Update individual tasks

To edit a task, select the task you want to update. This opens the task details in the right-hand side panel. Some fields can be edited directly in the side panel, while others are available by selecting the three-dot menu and choosing Edit (pencil icon).

Only Project leaders and admins have permission to edit tasks.

  

Fields you can edit directly

  • Task name

  • Assignee(s) (read more here)

  • Task and milestone dates

  • Duration

  • Dependencies (read more here)

Fields available in Edit

  • Working week (read more here)

  • Description

  • Attachments

  • Tags (read more here)

  • Reporting options

When you're finished making changes in Edit, remember to click the green checkmark to save your updates.


The three-dot menu also provides access to the following actions:

  • Print task (read more here)

  • Duplicate task (read more here)

  • Convert to a group (read more here)

  • Change scheduling mode

  • Delete task


Edit by clicking and dragging

You can also update a task's schedule directly in the timeline. Hover over the task to display the editing symbols at the bottom of the task bar.

Task dates and duration

Drag the left bottom symbol to change the task's start date.

Drag the right bottom symbol to adjust the task's end date and duration.

Dependencies

Drag and drop the left top symbol to create the activity as a successor.

Drag and drop the top right symbol to create the activity as a predecessor.

Change the order of a task

To change the order of a task, hover on the left side of the name of the task, and start dragging. Notice the dark line below which indicate where it would drop when you let go.


Do you want to change several tasks in one go, read this article.

Need help? Chat in the app or contact our support here.

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