Editing Tasks
Updating Tasks
Administrators can change all aspects of a task in any project, and Managers can do the same to tasks in any project to which they have access. Contributors and Collaborators can only update certain details (like marking as complete) for tasks for which they are the responsible party. In projects to which they have access, a task
created by a Contributor will also allow that same Contributor to change all aspects of the created task.
Tasks can be edited directly from the
List or
Gantt view. To edit the task name, click the 3 vertical dots to the right of the specific name...
...and then choose
Rename task.
Quickly double-clicking the task name can also select the name for editing purposes.
Other task fields can be edited directly by clicking on the field that you wish to update (for non-summary rows). Make the desired change — deleting a date, for example — and, if necessary, click Save or click outside the field if Save is not shown.
Automatic system comments are logged for changes to certain project and task fields, creating an audit trail of changes made to the project. Changes made to the following fields will automatically create a comment on a task:
- Responsibility
- Duration
- Work
- Start date
- End date
- State
- % Complete
- Notes
Changes made to the following project row fields will automatically create a comment in the comment list for a project:
- Target end date
- Responsible
- Notes
The automatic comment will indicate who made the change, what field was changed, the previous/current values of the changed fields, and the date and time the change was made.
By default, comment lists shows both user-created and system comments. To show only user-created comments, select the Hide system activities checkbox (located at the top of the comments list).
Edit Multiple Tasks At Once
You can make changes to multiple tasks at the same time for the following fields:
- Responsibility
- Duration
- Work
- Start date
- End date
- Priority
- Show on calendar
- Status
- % Complete
- Notes
In the Projects area, click the checkboxes to the left of the tasks that you would like to update. To select all the lowest level tasks (subtasks), click the checkbox in the top header row of that column. Click the
Edit Multiple button that appears at the top.
On the
Edit Multiple Items page, click the checkboxes next to the fields you would like to change and select the new values or desired alterations for these fields. At the bottom, click
Modify These Items.
The indicated changes will be made to all of the selected tasks, and you will be returned to the main view.
NOTE: Checking the box for Remove Dates will result in dateless tasks, with both the Start Date and End Date of the selected tasks being removed.
For Responsible, there is both an Add and Remove field that can be used to place more responsible parties (up to maximum of ten) on the selected item(s) or take responsible parties away. Both fields can be used in the same modifying action if necessary.
Delete A Task
In the main Projects area, click the checkbox on the left of the task row(s) you want to delete and then click the Delete button at the top. Deleting a summary task will delete all of its subtasks.
Click OK if you are sure you want to permanently delete the task(s).
ONCE TASKS ARE DELETED, THEY CANNOT BE RECOVERED
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