Editing Tasks

You can edit tasks depending on their status and your security rights. For example, you can edit a task description, attributes, 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, Assignee, or approver, 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. On the Home page, click Tasks, and highlight the task that you want to edit. The Edit icon is enabled.
  2. Click the Edit icon.
  3. To edit task attributes:

    Click the Attributes tab.

    To add an attribute, click the Add icon to display the Add Attribute Assignment dialog box, and then make the following selections:

    • 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.

    • Access: Select the access to the attribute.

  4. Click OK.