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
- Navigate to your Task Manager.
- Select Edit next to the relevant task.
- Make your changes.
- 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.
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 1 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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