Edit Tasks

You can change the description, due date, required setting, and group setting for a task, as well as add or remove stakeholders.

To edit tasks:

  1. On the Main Dashboard, click Tasks.
  2. On the My Tasks screen, locate the task.
  3. In theActions column, click Edit.
  4. In Description, you can update the purpose of the task or change the formatting.
  5. To change the date by which the task must be completed, click in Due Date and select a new date.
  6. To change the task's required status, select or clear the Is Required option.
  7. To change the task's visibility, select or clear the Is Private option.
    If a task is private, it is only visible to stakeholders.
  8. To change the group task setting, select or clear the Is Group option.
    In the Stakeholders table, you are automatically listed as the Principal stakeholder and your Direct Reports are automatically added as Assignees.
  9. If necessary, change the stakeholders for the task:
    • To add more employees as stakeholders, click Add More Stakeholders, use the Add More Stakeholders dialog box to search for and select those employees, and then confirm your selection to return to the My Tasks screen.
    • To remove a stakeholder, click in the Actions column.
  10. Click Save.