Editing a Task #

Tasks can be edited at any time, provided you have permission to modify the task.

Editing a task allows you to update information such as the task name, notes, assignee, due date, meeting series, roadmap item, or linked resources.

Editing a Task #

1. Locate the task you wish to edit.
2. Click the three dots on the right-hand side of the task.
3. Select Edit Task.
4. Make the necessary changes.
5. Click Confirm to save your updates.

The changes will be immediately reflected throughout the platform.

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Common Reasons to Edit a Task #

You may need to edit a task to:

• Update the task name or description.
• Change the assigned owner.
• Adjust the due date.
• Link or unlink a roadmap item.
• Pin the task to a meeting series.
• Add or update a supporting link or resource.
• Modify task notes as work progresses.

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