How do I edit a To-do?

Once a To-do has been created, there may be times when the To-do needs to be adjusted. You can easily edit an existing To-do to reflect those changes. 

To edit a To-do:

1. Navigate to the To-dos menu. 
   
   
   
   
2. Locate the To-do that you want to edit and click on the pencil under the 'Action' column. 
   
   HINT: Use the 'Filters' option to narrow down your search. You can search for the To-do by name, Assignee or Status. 
   
   
   
   

3. A pop-up window appears for you to edit the To-do. There are a number of fields that can be changed from within the task: 
   

   
   
   Field 1- Status: Change the status of the To-do to Active, Complete or On hold
   Field 2- To-do name: Edit the name of the task
   Field 3- Assigned to: Re-assign the task to a different team member
   Field 4- Due date: Change the date that the task is due. 
   Field 5- Reminders: Change the reminder (email and push notification) frequency. 
   Field 6- Notes: Add notes relating to the task
   Field 7- Document upload: Upload documents relating to the task if required
   Field 8- Delete the task: Delete the task from your To-do list if no longer required. 
   
   

   Once you have made your changes, click 'Save'.
   
   

4. A success message will display and the updated To-do is reflected in your To-do list.