Edit Task

Update the assignee, due date, or details of an existing task.

Annie

Last Update há 6 dias

You can edit a task to update the assignee, task type, system type, due date, or description at any time, from both the Tasks page and from within a Project page.

Steps
  1. Go to the Tasks List tab on the project page, or open Tasks from the sidebar
  2. Click Task Actions (...) on the task card or list row
  3. Select Edit Details
  4. Update any of the following fields:
    • Add an email or name—change the assignee by typing a new name or email and selecting from the dropdown
    • Due date—extend, shorten, or remove the deadline. Options are 7 Days, 30 Days, 60 Days, No Limit, or Custom (enter a number of days between 1 and 365). Changing an Expired task's due date to a future date does not automatically reset the status—the assignee will need to update it.
    • Description—add or update notes for the assignee

    5. Click Update to save your changes

      Note: Completed tasks cannot be edited—Edit Details is greyed out in the Task Actions menu. They can still be deleted. If you need to continue the work, create a new task.

      What can and cannot be edited

      EditableNot editable
      AssigneeTask type
      Due dateSystem type
      DescriptionProject the task belongs to
      Created on date
      Task status
      Note: Task status is not directly editable from the Edit Details form. Status is set automatically (Pending on creation, Expired when due date passes) or via dedicated actions—Complete via Task Actions → Complete, and In Progress by the assignee.

      FAQs

      Can I change the project a task belongs to?
      No—the project is set when the task is created and cannot be changed afterwards.
      Will the assignee be notified if I reassign the task?
      Yes—reassigning a task sends the new assignee an email notification. Updating only the due date or description does not trigger a notification.
      The Edit Details option is not available.
      Edit Details is greyed out on completed tasks—they cannot be edited. They can still be deleted via Task Actions → Delete.
      Can I edit an Expired task?
      Yes—Expired tasks can be fully edited. Updating the due date to a future date is the most common action on an expired task.

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