Edit task

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You have created a task, either in the global task list or directly in the project. Now you can fill the task with life and add various information.

To edit the task, you can either use the quick selection directly in the Kanban card or open the task for more details.

Quick selection: Without having to open the task, you can change the name of the task and use the lower round buttons to change the resource, set the end date as well as estimate the workload. To do this, use the fields that appear when you move the cursor over the task.

Edit task via quick selection

Open task: By clicking into the task (=Kanban card) you open the task and the dialog box for editing the task appears.

Edit task

Here you can enter further details:

  • Name of the task
  • Status: The status is automatically displayed depending on which column of the Kanban board the task is currently in (e.g. "In progress").
  • Color coding: To the right of the status, you have the option to assign a color to the task. This allows you to organize your tasks according to a color scheme, if desired, and for example, give related tasks the same color.
  • Resource: At the top right of the task, you can assign the project task to a resource.  Tasks that you create yourself will also be assigned to you by default. In the classic Kanban, team members "pull" tasks themselves from the To Do column. For a quick selection of frequently used resources, click in the field so that a drop-down opens. Now select the person who should be responsible for the task. If you assign a task to a person, that person will be notified. Only one resource can be assigned for each task.
  • Start and end date incl. time: You can specify a time frame for your task, but you do not have to. If you want to specify a start and/or end date, click in the corresponding fields and select a date. You can either specify only a start date, only an end date (equivalent to the due date) or both start and end dates. You can customize your task list so that you always see the due date of your tasks. To the right of the start/end date fields you find fields that allow you to specify the dates by entering fixed hours.
  • Work Amount: Here you enter the amount of work you plan for completing the task. This information serves as the basis for calculating the resource workload, for time tracking entries, and budget items. You can change this amount at any time here.
  • Task description: Add a text here as an additional description of the task.
  • Add documents:  If certain documents belong to the task, you can link them to the task.
  • Group: Here you can select a budget group. For each budget group, an internal price per hour is defined in InLoox. This will be applied to the task by assigning the group. Budget groups can be set by the InLoox administrator in the InLoox settings.
  • Project: If you have created the task within a specific project, the project is already entered and cannot be changed. If you have created the task in the global task list, you can assign a project to the task here.
    Note  Tasks to which you do not assign a project remain as personal tasks in your task list.
  • Activity: If you have created a Gantt planning, you can assign the task to an activity here.
  • Custom Fields: Custom fields can be managed in the InLoox settings.
  • Activities: Activities include comments from project members about the task as well as changes to the task. This makes it possible to track when e.g. when the start or end date has been changed or when a task has been moved to a different status. Project members can communicate updates via comments and mention other project members as well.
  • Follower: Here other project members can be entered /they can enter themselves if they want to be notified automatically by mail about changes (even if they are not entered as a resource themselves). If project members are mentioned in the comments, they are automatically entered as followers.
  • Copy link: In the upper right corner via the link icon you have the possibility to copy a link of the task and send it to your team members.

When you have entered all the details, you can close the task. All details will be saved automatically.