Moving and Editing Tasks

Moving tasks between projects

To move a task between projects:

1. Open Tasks.
2. On the right end of each task, click the three-dot icon under the Actions column> Move task.
3. In the popup window, select which project to move the task to from the dropdown menu.
   
   or
4. Open the task you want to move, click the three-dot icon on top > Move task and select the project you want to move the task to.

Editing task details

To edit a task:

• Open the task you want by clicking on it and edit details like assignee, due date, title, description, time and budget estimate, attached files, subtasks, and comments.
  
  or
• On the right end of each task, click the three-dot icon under the Actions column > Edit task.

Changing task statuses

You can change task statuses in several ways:

In the list view of the Tasks page:

• Click the current status of a task and select another one.
  or
• Drag and drop tasks between status groups to change their statuses.

In the board view of the Tasks page:

• Drag and drop tasks between status columns to change their statuses.

Or open each task and change the status from within each task individually.

Deleting tasks

To delete a task:

• On the right end of each task, click the three-dot icon under the Actions >Delete task.
• or do the same from inside each task—click the three-dot icon>Delete task.

Note: Deleting tasks is permanent and cannot be undone.