Editing Tasks

You can edit tasks depending on their status and your security rights. For example, you can edit a task description, attributes, change an owner of a task, or end date.

For an Open task in a Task List, you cannot edit the start date, because the task has started. You can only change the duration or the end date. You also cannot edit instructions, questions, and you cannot add, delete, or edit predecessors. You can reassign the Assignee or approver from the Task Actions workflow.

To edit a task:

1. From the Calendar, Gantt, or Task List view, select the task that you want to edit.
2. Right-click on the task and select Actions, and then Edit.
3. To edit task attributes:

   Select the Attributes tab.

   Attributes are created in: Defining Attributes.

   >To add an attribute, select Actions, and then Set Attribute. Enter:

   • Attribute

     Select an attribute from the list of defined attributes.

   • Type

     This noneditable field is populated by the Attribute.

   • Value

     Select a value associated with the type of attribute; for example: a numeric value for Formatted Number attribute, a List for List attribute, multiple lines of displayed text without scrolling for Multi-Line Text, a name of a person, User, or Yes or No for the Yes/No attribute.

4. To reassign an owner's tasks, do one of the following:
   • On Properties tab, in Owner drop down, select the owner whose tasks you need to reassign.

   • Select the Actions panel, and in Add/Set User dialog, enter:

     • In Field, select the role you want to change.
     • In Value, browse to select the user you want to assign to this task.
     • Click Apply.