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How to Edit a Task

Who can edit a Task?

 

How do I edit a Task?

Open the Task you wish to edit, then:

  • Click EllipsesButton.png in the top right corner of the Task’s page.

  • In the resulting drop-down menu, click Edit_Details.png.

EditTask1.jpg



In the resulting window, you can:

  • Edit any Fields or Attributes that are a part of this Template.

  • Add a Project, an Improvement, a Chart, or an Incident to the “Parent” field if you want to nest this Task beneath it.

  • Remove a Project, an Improvement, a Chart, or an Incident from the “Parent” field if you want to unnest this Task.

  • Check the box next to “Make Private” to make the Task private and restrict its visibility to only its Team Members and users with the “View Private - Tasks” permission for Tasks in this Network Location(s).

  • Leave this box unchecked to allow anyone with the correct “View - Tasks” permission for Tasks in this Network Location(s) to view this Task.

NOTE: If you do not see this option, you do not have permission to make the Task private.

EditTask2.jpg

 

  • When you are finished making your edits, click Save.png.

  • If you wish to exit out of the edit window without saving any changes, click either “Cancel” in the bottom left corner or click the X.png in the top right corner of the window.

  • If there were any changes that were made to the Incident within the edit window, then after clicking either “Cancel” or the X.png, you will be prompted with an additional window:

UnsavedChanges.jpg

NOTE: This window will only appear if you have made any sort of edit(s) to Fields or Attributes on the Incident since you opened up the edit window. If no changes were made to the Incident, then if you were to close out of the edit window, you would not be prompted with this additional message.

 

  • Click Discard__blue_.png to exit the edit window without saving any of the changes you made to the Incident.

  • Click Go_Back.png to return to the edit window of the Incident to continue making changes if necessary. 

 

Other Ways to edit a Task

You can also edit your Task by clicking the Edit.png in the top right of the panel you are on. This will bring up a window where you can make edits to all of the fields contained within that panel on your Template. This is particularly useful if you are using Custom Layouts on your Templates.

EditTaskPanel.jpg

If you wish to easily make changes to a specific field, you can do so with single field editing. Simply hover over where you can input information for the field. Clicking on the gray box that appears will result in a window where you can make edits to that specific field. This can be especially helpful if you are trying to update a specific Field rather than scrolling through a list of available fields on the Template.

EditTaskSingleField.jpg
EditTaskSingleField2.jpg

 

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