Editing a Task

Created by Allison Cloyd, Modified on Tue, 10 Jan 2023 at 10:18 PM by Robert Butler

This article will walk you through the multiple ways of finding your tasks and how to edit them.

Ways to Find a Task to Edit

  • Tasks Menu
    Navigate to 'Tasks' in the top menu, and then depending on who the task that you're looking for is assigned to, will determine which list you click into next.
    Tasks menu

  • Within a Matter
    Use the search bar to search for and open your matter, then click on the 'Tasks' tab
    Tasks tab on a matter

Editing a Task

  1. Click on a task to open it
  2. Edit any of the fields you need to
  3. Save

 

Related Articles:

- Tasks - Overview

- Viewing Tasks