Edit, delete, and complete tasks

Editing tasks

You can edit task details from the task drawer. To open it, click on any task. Here’s what the task drawer should look like:

From top to bottom, here are the task options you can change from the task drawer:

• Changing the task’s name
• Setting the priority
• Assigning people to the task
• Deadlines & Progress towards task completion
• Adding labels
• The project and the group the task is part of
• The subtasks of this task
• Adding a description
• Adding an attachment.

Changing the name

This feature is rather easy to miss as there is no button that is labeled as such. However, hovering the mouse over the black strip at the top of the task drawer, as shown below, will reveal a textbox. Alternatively, both in “Tiles View” and “List View” you can change the name by double-clicking the task’s name

To actually edit the name, you will need to click in that area.

Press Enter or click outside the textbox to save the changes.

Project and task groups

In the Project section of the task drawer, you will find the project (marked by a colored circle in front of it) and the task group (marked by a folder icon in front of it) the task belongs to.

The best way to explain the benefit of having task groups as an intermediate between the tasks themselves and the project would be through the following analogy: Imagine the project as being a game in development. In this case, the task groups would be broad aspects of the game, such as the user interface, while the individual task that belongs to this task group can be called somewhere along the lines of “Designing the main menu UI”.

Clicking on either the task group or the project will cause two things to happen:

1. A dropdown will appear, containing the task groups or projects that have been created.
2. The project/group name will be replaced by a search bar.

Note that the dropdown from the task group will also contain the option to unassign the task from the group, without assigning it to another.

Description and attachments

To add a description, all you must do is go to the “Description” section and click on Add description, as shown below:

We’ve talked about the rest in detail in these tutorials:

• Set priority
• Assigning members
• Setting deadlines
• Updating the progress
• Setting labels (WIP)
• Subtasks
• Comments
• Timelines

Completing tasks

Completing a task is extremely simple: Go to the top of the task drawer and click on the button labeled “Mark Complete”. Upon doing so, the button’s text will change to “Task Completed”. If you forgot about one aspect of the task, don’t worry. All you have to do is click that button again, and the task’s status will revert to being uncompleted. Alternatively, this can also be done from the dashboard, as follows:

• In “List View”, press the button. The “Walking man” icon should change into this checkmark:
• In “Tiles View”, things are the same.

Deleting tasks

To delete a task, go to the top of the task drawer and click on the icon. You will be prompted with a dropdown. Click on the button