Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

How to Update Tasks & Planning Details

  1. Right-click on an existing task and choose “Planning Detail” to open the Planning Dialog.

Screenshot 2024-10-10 at 15.46.20.pngImage Added

  1. Update Working hours, Start date, or end date for this task

  2. Configure recurrence options as needed (Learn more: Recurring Tasks)

  3. Add more assignees: Click the Screenshot 2024-10-10 at 16.33.30.pngImage Added button to add more team members who will work on the same task.
    (Learn more: Multiple assignees planning)

  4. To remove an assignee from the task, click the Screenshot 2024-10-10 at 16.33.36.pngImage Added button beside their entry.

  5. Click Save to finalize updates

Screenshot 2024-10-10 at 15.47.07.pngImage Added