Overview
You can edit a task after it has been created to update its details. This article explains how to edit a task from the list view and the board view. It also explains how to edit a task list, and what the other options in each menu do.
Before You Begin
- Sign in to the TeamTrace portal.
- You need access to the task list that contains the task, with a role that allows editing.
Option 1: Edit a Task from the List View
- On the Dashboard, click Task in the left panel.
- Open the task list that contains the task.
- Make sure the List view is selected.
- In the Actions column, click the three-dot menu next to the task.
- Click Edit.
- Update the task details.
- Save your changes.
Options in the list view menu
| Option | What it does |
| Edit | Updates the task details. |
| Delete | Removes the task. |
| Clone | Duplicates the task. |
| Move to | Moves a subtask to another parent task, or moves the task to a different task list. |
Option 2: Edit a Task from the Board View
- Open the task list and select the Board view. Tasks are shown as cards organized by status.
- Click the three-dot menu on the task card.
- Click Update.
- Update the task details.
- Save your changes.
Options in the board view menu
| Option | What it does |
| Update | Updates the task details. |
| Delete | Removes the task. |
| Clone | Duplicates the task. |
| Move Task | Opens a searchable list of task lists. Select one to move the task there. |
Quick Ways to Change a Task's Status
If you only need to change the status, you don't have to open the edit form:
- In the board view, drag and drop the task card to another status column.
- Click a task card to open its details, then change the status from the top right corner of the task detail panel.
Edit a Task List
The task list page, titled Active Tasks, shows all your task lists. Each task list has its own three-dot menu.
- On the Dashboard, click Task in the left panel to open the list of task lists.
- Click the three-dot menu next to the task list you want to change.
- Choose an option from the menu.
| Option | What it does |
| Edit | Updates the task list details. |
| Delete | Removes the task list. |
| Clone | Duplicates the task list. |
| Mark as completed | Marks the task list as completed. |
| People | Manages the people in the task list. |
| Custom Field | Manages custom fields for the task list. |
Notes
- The list view calls the options Edit and Move to, and the board view calls them Update and Move Task. They do the same things.
- Only the user who originally created a task can move it. Other members can't, even if they have access to the task.
- Deleting a task removes it, so check carefully before you choose Delete. To make a copy instead, use Clone.
Troubleshooting
| Problem | What to check |
| The three-dot menu or Edit option isn't visible | Check your access role in the task list with your administrator or the task list owner. |
| I can't move the task | Only the user who created the task can move it. |
| I can't apply a particular status | That status may be assigned to a specific role. Check that you have that role. |
| My changes aren't showing | Confirm you saved the changes, then refresh the page. |
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