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Editing a nonproject task under planning

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To edit the data of a nonproject task under planning, first locate it and select it in the main screen list of records. After that, click on the edit button on the toolbar.

 

If the nonproject task was created using the wizard, it is possible to access its data through the "Task data" option in the Review step.

 

At this point, its data screen will be opened. The following sections will be available for editing:

 

hmtoggle_arrow1General data
hmtoggle_arrow1Approval
hmtoggle_arrow1Checklist
hmtoggle_arrow1Comment
hmtoggle_arrow1Documentation
hmtoggle_arrow1History
hmtoggle_arrow1Allocation
hmtoggle_arrow1Finance
hmtoggle_arrow1Stakeholder
hmtoggle_arrow1Communication
hmtoggle_arrow1Customers/suppliers
hmtoggle_arrow1Link
hmtoggle_arrow1Indicator
hmtoggle_arrow1Process
hmtoggle_arrow1Request

hmtoggle_arrow0 Configurations

 

After performing all the necessary configurations, use the Save or Save and exit options. At this point, the system will ask if you wish to send the task to the next configured step. See further details in the Finishing planning section.