Viewing Tasks

Editing Tasks  

After you have created a task, you can edit the title, description, priority, due dates, and change or remove assignees whenever you need. To edit a task:

1. Click open the task you want to edit.

2. Make the required edits. 

3. The changes will be saved automatically.
   

To edit a task from the list or board previews:

1. Hover over the task you wish to edit.

2. Click the Edit  icon to change the task title.

3. Click the Calendar  icon to change the due date.

4. Click the Assignee  icon to assign or reassign the task to a teammate.

5. he changes will be saved automatically.

Note: You can edit only the tasks you've created in a Streams group. For tasks created by other group members, you can only view, like, and comment.

Updating Task Information Via Drag-and-Drop

To delete a task:

1. Click on the task you want to delete from the list of tasks.

2. Click the Delete icon in the Tasks Detail View.

3. Click Delete in the alert that appears.

Note: You can delete only the tasks you have created and while doing so, the task will be deleted permanently along with all sub-tasks, comments, and activities. 

Grouping Tasks 

You can group your tasks based on various criteria. To do so:

1. Navigate to the Tasks module.

2. In the task list, click the drop-down menu beside Group by.

3. Select how you want to group your tasks. Tasks will automatically be grouped based on your selection.
   

Notes:

• By default all your tasks will be grouped as per the due date.
  

• In the Agenda View, task grouping is unavailable, as tasks are inherently organized by their timeline.
  

Customizing Task Views    

You can customize your task list view as either comfort or compact mode. To configure your viewing preferences:

1. Click on the More Options icon in the top-right corner of the Task List.
   

2. In the drop-down that appears, select Comfort or Compact.