Edit Task in an Order

Editing tasks within an order is essential for maintaining accuracy and relevance in task management. This feature allows users to update task details based on changes in project requirements, priorities, or assignments, ensuring that tasks align with the current state of the order and project progress.

Pre-condition to Use the Feature:

  • Users must have an active account on AgencyHandy and be logged in.

  • Users must be Super Admin/ Admin/PM to delete tasks.

Steps to Use:

  • Log in to AgencyHandy: Access your AgencyHandy account using your credentials.

  • Navigate to Orders: Locate the "Orders" section in the dashboard menu.

  • Select Order: Choose the specific order from the list of orders containing the task you want to edit.

  • Locate Task to Edit: Identify the task you want to edit from the list of tasks associated with the order.

  • Initiate Editing: Click on the tick button of the task. The edit button will get activated. Click it.

  • Modify Task Details: A task modal will pop up. Update the necessary details for the task, such as title, description, due date, priority, and assignee, as needed.

  • Save Changes: Once all necessary modifications are made, save the changes to update the task details within the order.

  • Review and Manage Tasks: After editing the task, review and manage the remaining tasks associated with the order as needed.

Last updated