There are two ways to edit tasks: inline and directly on the task record.
Inline Editing
You can edit the Color, Subject, Assignee, and Status directly within the rows of the task table.
- Navigate to Matters.
- Open a matter that has an assigned matter plan.
- Hover over a cell row and select the Edit icon.
- Update the value. Changed cells are highlighted in yellow.
- Save to confirm changes.
Full Editing
To edit all fields associated to the task, select the edit link at the end of the task row.
- Navigate to Matters.
- Open a matter that has an assigned matter plan.
- Select Edit at the end of a task row. A modal appears.
- Update fields.
- Save.
Additional Fields Available
- Priority
- Repeat This Task
- Recurrence Interval
- Document Link
