Edit Task

This screen enables authorized users to edit the details of an existing task to update its information when requirements change.

Before You Start

• Ensure that the Task Management app is enabled through Apps Manager by navigating to Settings from the main menu.
• You must have both the Edit Task and View Task permissions to access this screen.
• The fields that can be edited vary depending on the current task status.

Steps

You can access the Edit Task screen in two ways:

Method 1: From the Task List

1. From the main menu, click Task Management.
2. Click Tasks.
3. From the required task row, click the Actions icon, then select Edit.
4. Edit the fields available based on the current task status.
5. Click Save to confirm your changes.

Method 2: From the Task Details Screen

1. From the main menu, click Task Management.
2. Click Tasks.
3. Open the required task from the Task List.
4. Click Edit in the top-right corner of the Task Details screen.
5. Edit the fields available based on the current task status.
6. Click Save to confirm your changes.

How the System Works

• The fields that can be edited depend on the current task status:
  • To Do: All task fields can be edited.
  • In Progress: Only the Due Date, Priority, and Record ID can be edited.
  • Completed: Only the Record ID can be edited.
• The Attachments field cannot be edited from the Edit screen under any circumstances, regardless of the task status.
• Changing the task assignee is recorded as a Re-assigned event in Task History.
• Updating the Record automatically updates the navigation link to the record associated with the task.
• When the changes are saved successfully:
  • The task information is updated immediately and the changes are reflected in the Task List.
  • The edit action is recorded in the Activity Log.

Validation Rules

• لا يمكن حفظ التعديل إذا كان عنوان المهمة فارغًا؛ تظهر رسالة: “هذا الحقل مطلوب.”
• الحقول القابلة للتعديل فعليًا تتحدد حسب حالة المهمة الحالية وقت التعديل.
• لا يقبل حقل المرفقات أي تعديل من هذه الشاشة.

• The changes cannot be saved if the Title is empty. The system displays the following message: “This field is required.”
• The fields that can actually be edited are determined based on the current task status at the time of editing.
• The Attachments field cannot be modified from this screen.