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Documentation Home »User Guide: Intro »Activities »Tasks »Manage Tasks in Detail »Edit a Task

Edit a Task

Important

  • By default, you can edit only tasks that are assigned to you.
  • You can add reminders only to a non-overdue task.
  • You cannot edit a task status if the Task Flow workflow is enabled for your Oro application.

From the Tasks Grid / My Tasks Page

To edit a task when viewing a list of tasks:

  1. Open the list of tasks:

    • To remove a task of any assignee, open a general list of tasks. For this, in the main menu, navigate to Activities>Tasks. A page with the general list of tasks opens.
    • To remove a task assigned to you, open a list of your tasks. For this, in the user menu, click My Tasks.
  2. On the task list, click the More Options menu at the end of the row with the task you want to edit and then click the Edit icon.



  3. Update the task details as necessary. For the description of the fields, see Detailed Task Information.

  4. Click Save and Close in the upper-right corner of the page.

From the Task View Page

To edit a task when viewing the task details:

  1. In the main menu, navigate to Activities>Tasks.

  2. On the task list, click the More Options menu at the end of the row with the necessary task and then click the View icon.

    Alternatively, you can click the required task and on the task view page.

  3. On the task view page, click the Edit button in the upper-right corner of the page.



  4. Update the task details as necessary. For the description of the fields, see Detailed Task Information.

  5. Click Save and Close in the upper-right corner of the page.

From the Assignee’s Profile

When user is assigned a task, it appears in the Tasks subsection of the Additional Information section in the user profile.

To edit a task from the assignee’s profile page:

  1. Open the task assignee’s profile.

  2. Click Additional Information and navigate to the Tasks subsection.

  3. In the task list, click the More Options menu at the end of the row with the task you would like to edit and then click the Edit icon.



  4. Update the task details as necessary. For the description of the fields, see Detailed Task Information.

  5. Click Save and Close in the upper-right corner of the page.

From the My Calendar Page / Today’s Calendar Widget

You can tasks from the My Calendar page and the Today’s Calendar widget.

  1. Click the task in the calendar.

  2. On the Task Information card, click Edit.



  3. Update the task details as required. For the description of the fields, see Detailed Task Information.

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current1.102.02.32.4