Editing Tasks

As you progress on a task, you might want to add information, change the status and percentage completed, or mark the task complete.

Update a Task

1. Go to the Tasks page and select the task that you want to edit.
2. Click Edit and make the changes to the task information.
3. Click Save.

Mark a Task Complete

1. Go to the Tasks page and select one or more tasks that you want to mark as complete.
2. In the Task page header, select Mark as Completed. The task information remains in your task folder until you delete the task.

Delete a Task

1. Go to the Tasks page.
2. In the Overview pane, select the task list that contains the tasks you want to delete.
3. In the Content pane, select the task(s) to delete. You can select multiple tasks by selecting the check box next to the task.
4. Click Delete in the toolbar.
5. You can immediately undo this action by clicking the Undo link that appears at the top of the page. The task is moved back to its original location.

Moving a Task to Another List

1. Right-click a task and select Move.
2. Select the destination list to where you want to move the task.
3. Enter the task list name, or use the keyboard arrows to navigate to the destination list.
4. Click New to create a new task list.
5. Click OK.

Sorting Tasks within a Task List

You can sort a task list to quickly see tasks by status.

1. Go to the Tasks page.
2. In the Overview pane, select the task list you want to sort.
3. In the header of the Content pane, right-click the Sorted by drop-down menu.
4. Click how you want to sort the task list.

Filtering Tasks by Status

You can filter tasks in your task list to quickly see tasks by status.

• In Filter by drop-down menu on the Task toolbar, select which type of tasks you want to view.