How do I Edit a Task in Cascade?

Click on the goal title > Enter the Goal Hub > Click on the tasks tab > Hover your mouse over the task title to make the pencil icon appear > Click on the pencil icon > Make changes to your task fields > 'Click Save'

Tasks are used to show progress against a goal. To create a task, follow this link. To mark a task as complete, follow this link. If you wish to edit a task to alter the title, owner, date, description, or any other information within one of the fields within your task template follow the following steps...

• Click on the goal title to bring up the sidebar
• Once the sidebar has appeared, click on the blue circle with the white '<' within it to enter the goal hub
• Within the goal hub there are 4 tabs at the top of the screen, click on the 'Tasks' tab
• Within the tasks area, you will find the tasks assigned to this particular goal. Hover your mouse cursor over the one you wish to edit and you will see a pencil icon appear
• Click on the pencil icon and the 'Edit Task' window will appear
• Conduct your edits and click the 'Save' button when complete to save the changes

Here is a video of the process...

This article was written by Luke Holcombe.
Click here to learn more about our authors.