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Tasks & Workflow

Edit a task

Tasks & Workflow

Edit a task

Tasks & Workflow

Edit a task

Who can do this ?

All users with either the administrator role can edit all tasks.

Users with the provider or validator role can edit the tasks they have created.

Steps

Go to the Projects page by clicking on the ‘Briefcase’ icon in the left menu or by going to the following URL:

Choose a project by clicking on its name to open it

Click on the ‘Tasks’ tab at the top right of the interface

Choose a task from a column

Click on the ‘3 dots’ icon at the top right of the task

Choose 'Edit' to open the task editing window

Make the necessary changes

Click on the Save button at the bottom right of the window

Information

All changes made to your tasks are visible live to everyone else connected.