Editing Tasks
You may want to edit the details of a task or change its status once it has been dealt with. Any changes made to the status of a task can be viewed in the Activities tab of a file.
Editing Tasks Within a File
You can edit a task directly from the Files section of Thread if the task is linked to a file.
1. Select Files from the left side pane.
2. Click on the file containing the task you want to edit.
3. Enter the Tasks section of the file from the top bar.
4. Select the task and click on Edit.
5. A pop-up window will appear where you can edit the details of a task, change the status, and add other users to the task.
6. Click Update.
Editing Tasks from Tasks Page
You can also update and edit tasks directly from the Tasks page on Thread. Here, you can link attachments, add, or change the users responsible, link it to a file, change the subject, and update details.
1. Click on the Tasks tab located in the left pane.
2. Select the task you want to update and click Edit in the top grey pane.
3. A pop-up window will appear for you to edit or change the status of a task. You can add users and link a file to the task from here.
4. When finished editing, click Update.
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