There are two ways to edit tasks: inline and directly on the task record.

Inline Editing

You can edit the ColorSubjectAssignee, and Status directly within the rows of the task table.

  1. Navigate to Matters.
  2. Open a matter that has an assigned matter plan.
  3. Hover over a cell row and select the Edit icon.
  4. Update the value. Changed cells are highlighted in yellow.
  5. Save to confirm changes.
    save-task-change.png

Full Editing

To edit all fields associated to the task, select the edit link at the end of the task row.

  1. Navigate to Matters.
  2. Open a matter that has an assigned matter plan.
  3. Select Edit at the end of a task row. A modal appears.
  4. Update fields.
  5. Save.

Additional Fields Available

  • Priority
  • Repeat This Task
  • Recurrence Interval
  • Document Link
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