Display table of contents Task planning > Actions - current Project > Edit Actions

You can edit actions in the Kanban view. Information about the action is displayed in the Kanban view:

▪Name of the action (1)

▪Progress of the action (2)

▪Open tasks within the action (3)

▪Completed tasks within the action (4)

▪Priority (5)

Change the name of the action:

When you create a new action, the name is New item by default.

➢Double-click on New item. ▶ A text field appears.

➢Enter the name for the action.

▶ The action is renamed.

Edit action in the form:

➢Double-click on the action.

Or

➢Right-click on the action. ▶ A drop-down menu opens.

➢Click on Edit item.

▶ The form for editing the action opens.

Fill in the following fields:

▪Title: Name of the action

➢Click in the text field to edit the name of the action.

▪Project: Project to which the action is assigned.

➢Click on the search icon (magnifying glass) in the text field to select another project in the drop-down menu to which you want to assign the action.

▪Owner: Person who created the action.

➢Click on the search icon (magnifying glass) in the text field to select another owner from the drop-down menu.

▪Assigned To: Person to whom the action is assigned.

➢Click on the search icon (magnifying glass) in the text field to select a person in the drop-down menu to whom the action is to be assigned.

▪%Completed: Progress bar of the action. The progress is shown as a percentage.

➢Click on the slider and, holding down the mouse button, move it to the desired position to change the progress.

▪Description: Description of the action.

➢Click in the text field and enter the description.

▪Priority: Priority of the task.

➢Click on the arrow in the text field. ▶ A drop-down menu opens.

➢Click on High, Medium or Low.

▪Due Date:

➢Click in the text field. ▶ The calendar opens.

➢Select the due date of the action.

▪Start Date:

➢Click in the text field. ▶ The calendar opens.

➢Select the start date of the action.

▪Task: Assign a task to the action.

➢Click in the text field. ▶ A drop-down menu opens.

➢Click on the task that you would like to assign to the action.

▪State: State of the action

➢Click in the text field. ▶ A drop-down menu opens.

➢Click on the state of the action.

▪Todos: Tasks within the action.

➢Click on Add an item. (1) ▶ A text field appears.

➢Enter the name of the task and confirm with the Enter key.

➢Click on the delete icon (2) to delete a task.

➢Click in the circle (3) to mark the task as completed.

➢Click on the 6 dots (4) to change the order of the tasks using drag & drop.

➢Click on Save or Save and Close to complete the editing of the action.