Editing tasks

In order to edit new tasks in your personal tasks folders, public or other users' shared tasks folders - provided you have appropriate access rights - you can use one of the methods described below.

Editing tasks via panel functions

Select the task to be changed in any view of the Tasks module. When selecting a task in the List or Hsplit view you can then scroll up or down with the arrow keys Arrow up or Arrow down to select another task.

Then click on Edit in the Task panel section.

Editing tasks by double-click or via the context menu

Alternatively to using the Edit panel function, you can also double-click on tasks you wish to change in the List and H Split views or activate the funciton Edit via the context menu.

All methods mentioned above open the Task window that includes the same tabs as the window for creating a new task. Now you can make the desired modifications of the task: e.g., updating the start date, due date or other dates, changing associated tags, adding attachments to the task, etc.

Changing task status or progress

If you would like to change the status or progress of a task, use the relevant options in the Task window. Tasks whose status you set to Done will appear crossed out in the List and H-Split views after you save your changes. If you set the status of the current instance of a task series to Done, the next instance of this task series will automatically be added to your tasks list, provided that this task series has not been completed.

When you have made your changes, click on Save in the Save panel section to save your updates and close the Task window.

To mark tasks as done select one or more tasks in the list view. In the Task panel section click on Mark as Done. Note: You can also activate this function via the context menu.

Tasks that are done are grayed out and crossed out.

Notifying participants

When you edit tasks and save your updates, E-Mail notifications are dispatched to all participants (provided that you had activated this option in the Task window).

Changing task confirmations

If you would like to change your confirmation of a task- e.g., from the accepted state to declined-, you first need to display the task to be changed in the H Split view. Then click on the Change function in the Confirmation panel section. This opens a window where you can change the status of your task confirmation by means of buttons and also (optionally) enter a remark regarding your update.

When you have selected the desired status for your task confirmation via the relevant button, the window is closed and the status of your task confirmation is changed.

In the List and H-Split view the function Change confirmation can also be activated via the context menu.