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Editing a task: status, priority, date, assignee

Clicking a task opens the task panel on the right; title, status, priority, dates, progress, assignees and description are changed here and saved immediately.

  • Project manager
  • Project Member

Editing a task: status, priority, date, assignee - what are they?

Clicking a task opens the task panel on the right; title, status, priority, dates, progress, assignees, and description are changed here and saved immediately. Who can do what: Project administrator; Project member. Successors of tasks with changing dates may shift forward depending on dependencies; the number of shifted tasks is reported at the bottom of the screen.

Steps

  1. Click the card in the list, board, or Gantt chart; the card window opens in the center.

  2. Click the large heading at the top to change it 1. Select the card's list (status) from the colored chip below the heading.

  3. Add persons and labels using the + next to Members and Labels in the properties ribbon; you can search and create new labels in the popup window 2.

  4. Click the date chip and select start and end dates from the calendar; checking the box next to it sets the end date to "Completed" 3.

  5. Select low, normal, high, or urgent from the Priority chip; drag Progress; toggle Milestone and Customer-facing switches.

demo screen (with demo data)
  1. 1Title
  2. 2Add member and label
  3. 3Dates, completed

Fields

  • Priority: Low, Normal, High, Urgent.
  • If Start falls on a weekend, it moves to the first working day; End cannot be before the start. If you enter only the end date, it remains as is, and the start date is written to that day or the last working day before it.
  • Progress: percentage, fills the Gantt bar.
  • Estimated duration: how many hours the work will take ("6h", "1:30", "45m"); the Workload page compares it with individuals' weekly capacity.
  • Description: opened with Edit, saved with Save. **bold**, *italic*, `code`, - bullet, 1. numbered, # heading, > quote, and links appear formatted.
  • Watch (eye icon at the top right): if you watch the card, you receive comments and completion notifications even if you are not assigned.
  • Sub-tasks: checking the box in the row moves the sub-task to the "done" list; you don't need to open the card.
Note Successors of tasks with changing dates may shift forward depending on dependencies; the number of shifted tasks is reported at the bottom of the screen.

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