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How do I edit individual tasks?
Step-by-step instructions for updating or modifying a single task.

Rather than editing your entire Task Set, you may want to make changes to individual tasks for a specific trip. Here’s how you can do that.

 

Step-By-Step Instructions

  1. Navigate to your Task Manager.
  2. Select Edit next to the relevant task.
  3. Make your changes.
  4. Click Update to save your changes.

    📌 Note: If you don't see the option to edit a task, it may because you didn't create the task or it's not assigned to you.

    Editing individual tasks.gif

 

Here’s a closer look at the different elements that make up a task

  • Task Name
    • This will be shown on the Task Manager table.
  • File Name
    • The name of the File the task is assigned to.
  • Assign to
    • Select who will complete this task from your list of team members (through scrolling or searching).
  • Task Type
    • Select what category this task is. Select up to two task types. This will help you sort and find tasks later on.
    • If you select Email, add the subject line and email draft to the task.
  • Due Date
    • Set when this task will be due.
      • Click the to customize the number of days.
      • You can select 0 to set a task to be due on the date of the triggering event.
      • Click into the before rectangle to customize before or after the triggering event.
      • Click into start of the trip to customize what triggering event should be used to calculate the due date. Certain options only appear when selecting before or selecting after.
  • Or manually enter the date.

  • Note
    • Add relevant details or context to the task via the Notes section.

Keywords: Edit individual tasks, how to edit individual tasks, task editing.

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