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. 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article