Manage a Task

Open a task

Open a Task in the Task Manager

1

Go to the task manager.

2

Click on a task.

A pop-up task window will appear.

Open a Task in the Editor from the Task Manager

1

Open a task in a task manager.

2

Click on the link under the task name.

A pop-up task window will appear in the editor at the block related to the task.

Open a Block Task in the Editor

1

Open an editor and select a block.

2

Click the task icon to next to the block.

A pop-up task window will appear directly in the editor at the block related to the task.

Edit a Task

1

Open a task.

2

Edit general task settings.

The changes will be saved automatically.

Change Task Status

Change Status in the Task Manager

1

Go to the task manager.

2

Hover over the task card and click the Settings icon.

For the task manager with the Table view, select a checkbox next to the task.

A pop-up window will appear.

3

Select a new status.

The changes will be saved automatically.

Change Status in the Task Window

1

Open a task.

2

Select a new status from the Status drop-down menu.

The changes will be saved automatically.

Delete a Task

Delete a Task in the Task Manager

1

Go to the task manager.

2

Hover over the task card and click the Settings icon.

For the task manager with the Table view, select a checkbox next to the task.

A pop-up window will appear.

3

Select Delete.

Delete a Task in the Task Window

1

Open a task.

2

Click the Delete task button.

Perform Bulk Action

Bulk actions are available for the task manager with the Table view only.

Change status or delete multiple tasks at once.

1

Go to the task manager.

2

Select several checkboxes next to the tasks.

A pop-up window will appear.

3

Select the required action from the action menu.

Actions for multiple tasks work the same as actions for a single task.