Update a task
Update an existing task to change its status, assignment, dates, budget, or other task details.
You can select a task to update in any of the following ways:
- InSetup, thenClients, select the client, selectEdit, select theProjectstab, expand the project, select the task, and then selectEditor right-click and selectEdit Task.
- In theProjectwindow, select theTaskstab and select the task.
- InActions, thenManage Projects, select the project in the grid, right-click the task in the lower pane, and selectEdit Selected Tasks.
- InActions, thenManage Projects, select theProject Taskstab, right-click the task, and selectEdit Selected Tasks.
- In Time & Expense Entry, select a project in theProjectfield, select the task selection button, and then select the task that you want to update.
- Select the task that you want to update.
- SelectEdit, or right-click and selectEdit Task.
- Update the task information as needed.When you change theTracking descriptionfield toCompleted, the application automatically enters the date in theCompletefield under actual dates.You can edit the actual dates if needed.When you enter an actual start date or actual completion date, the application changes theTracking descriptionfield toStartedorCompleted.
- Optional: To update multiple tasks at the same time, hold down the SHIFT or CTRL key while selecting tasks, right-click, and then selectEdit Selected Tasks.In theEdit Selected Taskswindow, select the fields to update and enter the new values.You can update up to six fields at one time.
- SelectOKto save your changes.
The selected task information is updated.
