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Editing a Task

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Bytimothy A
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Overview: 
Editing a Task allows you to update task details such as the title, description, assigned user, due date, or status. This helps keep task information accurate and ensures that progress and responsibilities are properly managed.

Follow these steps to edit a task:

Step 1: On your Dashboard, navigate to the Tasks tab under the Customers section.
Step 1: On your Dashboard, navigate to the Tasks tab under the Customers section.

Step 2: You will then be navigated to the Tasks tab.

Step 2: You will then be navigated to the Tasks tab.

Step 3: Select a task and click on the three-dot menu to reveal additional options, such as Edit Task and Delete. From here, click on the Edit Task button.

Step 3: Select a task and click on the three-dot menu to reveal additional options, such as Edit Task and Delete. From here, click on the Edit Task button.

Step 4: Or, you can simply hover over the task title and click it to edit.

Step 4: Or, you can simply hover over the task title and click it to edit.

Step 5: A pop-up window will appear, allowing you to make adjustments to your existing task.

Step 5: A pop-up window will appear, allowing you to make adjustments to your existing task.

Step 6: Click on Update to save and apply your changes.

Step 6: Click on Update to save and apply your changes.

Step 7: A pop-up window will appear, confirming that your task has been successfully updated.

Step 7: A pop-up window will appear, confirming that your task has been successfully updated.

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