Managing Project Tasks

How to:

Edit a Task

You can manage tasks assigned to you from the action block located on the dashboard. Since the action block is a portable component, it can be placed anywhere on the PMF dashboard by an administrator.

From the action block, you can work with tasks in the following ways:

See the project tasks assigned to or assigned by the owner who is currently signed in.
See the tasks for projects linked to the current scorecard.
Edit any of the listed tasks.
Create new tasks if you are the owner of the project.

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Procedure: How to Edit a Task

From the action block, select Project Tasks.
Click the task you want to edit.
The edit task panel opens, as shown in the following image.

The Project name is shown directly above the editable Task name.
Make any necessary changes, such as updating the task status, priority, or due date. For more information on the fields in this panel, see Projects.
Click Save.
Click the Refresh icon in the action block to see the changes.

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