Editing a Task

Modified on Fri, 14 Jun at 5:44 PM

In this article:


Sometimes you need to make changes to tasks you've created. This article helps you find and update your tasks.


How-To Video





Editing a Task

  1. In Actionstep, complete one of the following to find the task you want to edit:
    • Click Tasks in the main menu. Then select the type of task you are searching for (e.g., Incomplete, Due Today, Overdue, etc.).
    • Edit a matter. Then click the Tasks menu icon. The task list appears.
  2. Select a task name to open it. The Edit Task window appears.
  3. Make any changes you need. (See Adding a Task to learn about the different fields available on this window.)
  4. Click Save to save your changes. 



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