You can easily edit existing tasks.
From the Work board, open the Task tile by selecting the Task summary in the Work items list. This will activate the Details Tile on the right-hand side of your screen.
One-off Tasks, Email Tasks, and Browser Extension Tasks can be edited using the pencil icon at the top right of the tile.
You can edit all the following information:
Step Number
Group Name
Title
Resolve Link
Description
Subtasks
Process
Status
Note Link Tag
Attachments
Estimated Time
Step Number - If you have a task that you need to split across multiple steps, this will partner with the Group Name.
Group Name - Useful if you have Steps within a group, these will show up as e.g. BAS Step 1 and BAS Step 2. These are both OPTIONAL.
Task Title - Required and will be the name that displays on the Work list items and the Task Tile.
Resolve Link - Quickly access an external website directly from the Task.
The Description will appear as the main description of the Task.
Subtasks will appear as tickable checkboxes within the task. Subtasks will be imported from a Template if selected, you can now edit these or add your own.
Select Add to add a new subtask and enter the name.
Use the Reorder icon to change the order of subtasks.
Use the Bin icon to delete.
a. Subtasks can include Additional Information. Select the i icon to open the field, enter your additional information, and then the i icon again to close.
Process - Every task must sit under one of the existing processes. Select a process from the drop-down list.
Status - Easily find it when sorting your tasks. Select a Status from the drop-down bar.
You can also add Attachments - eg. files
Add an Estimated Time as well if you'd like to plan it out according to your work schedule.
Mark this task as a Priority by ticking the box.
Once you're done editing the details of your task, click Save.
