The process to Edit the Tasks is as follows:
Navigation: Menu > Apps > Tasks App > Listview > Edit (Pencil icon)
If user wants to update the existing Task details, click on the ‘Edit’ (Pencil Icon) option and fill in the required details.
Edit Task
| Field name | Description |
| Subject | By default the system shows the subject of the task; if user wants to change it, enter the new subject of the task |
| Description | Users can comment or enter short notes about the target/task |
| Task Details | |
| Assign To | By default the system shows to whom the task is assigned; if user wants to change it, select the employee/customer name from the drop-down list to assign |
| Start Date | By default the system shows the start date of the task; if user wants to change it, select start date of the task from the calendar |
| Duration | By default the system shows the Duration of the task; if user wants to change it, select the duration in Minutes/Hours/Days |
| Priority | By default the system shows the Priority of the task; if user wants to change it, select the priority level of the task from the drop-down |
| Followers | By default the system shows the followers assigned to the task; if user wants to change it, select followers from the drop-down list |
| More options: By clicking on more options user can view Advanced options | |
| Dependency Type | By default the system shows the Dependency Type of the task; if user wants to change it, select dependency type from the list. |
| Series | The system by default takes series as Tasks |
| Strict Task | By default the system shows the whether the task is a strict task or not. If user wants to change it, click on the toggle to mark as a strict task. Toggle turns to green in color when selected. |
| Attachments | Click browse and provide the required attachments of the task |
Apply the required changes and click on Save.
Updates in Details Portlet
The process to Edit Milestone Details is as follows
Navigation: Menu > Tasks App > Tasks Listview > Select the Task > Details Portlet > Milestone Details Widget > Edit (Pencil Icon)
By default the system displays Milestone Details of the Task and if user wants to update the existing details, click on Edit (Pencil Icon) option to the right corner of Milestones Details Widget and apply the changes required
Edit Milestone
| Field name | Description |
| Project Name | By default the system shows the Project Name of the task; if user wants to change it, select a new project name from the drop-down list |
| Milestone | By default the system shows the Milestone of the task; if user wants to change it, select a new Milestone from the drop-down list |
Apply the required changes and click on Save.