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Update a Task

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Depending on users' permissions and role within the task, they will be able to view or update certain task aspects.

Once a task has been updated or modified a system message is sent to the task's chat channel notifying the change.

Updating tasks can be carried out through various means detailed below.

note

If programmed by the administrator, a State Start Form window might also appear when trying to modify the task.

Task Details Panel

You can update a task by opening a the Details panel. Open the Details panel either in the task or group view.

From the Task View

edit task

From the Group View

edit task

by pressing the title bar in the task's channel workspace when viewing by group.

Actions Button

If configured, you can change a task's state using the actions button in its channel workspace, as shown below:

create task

  1. Press the actions button found at the bottom of the channel workspace.
  2. Select options with this icon to change the task's state to the one indicated in the menu.
  3. Select options with this icon to open a survey form. Survey forms can also be configured to create or update tasks.