Edit, rename, or delete a task or deliverable

Find a task or deliverable

To find a task you want to manage:

1. In the navigation menu, click Strategy.
2. Choose one of the following:
   • Tasks - in the left sidebar, click Tasks to view tasks across campaigns.
   • Campaign tasks - in the left sidebar, click Campaigns, open a campaign, and select the Plan tab to view its tasks.
   • Deliverables - in the left sidebar, click Campaigns, open a campaign, and select the Deliverables tab to view its deliverables.
3. Find the task or deliverable you want to manage.

Edit details from the list

You can update a task's or deliverable's status, due date, or assignee directly from the list without opening its dialog.

To edit details from the list:

1. Find the row of the task or deliverable you want to edit.
2. Update any of the following:
   • Status - click the current status and select Not started, Backlog, Triage, In progress, In review, Pending feedback, Completed, and Cancelled.
   • Due date - click the current date and select a new date from the calendar.
   • Assignee - click the current assignee's name, then search for and select the team member responsible for the task or deliverable.

Your changes are saved automatically.

Edit task or deliverable details

You can also edit details by opening the task or deliverable.

To edit task or deliverable details:

1. Find and open the task or deliverable you want to edit.
2. Open the Overview tab.
3. Update any of the following:
   • Status - select Not started, Backlog, Triage, In progress, In review, Pending feedback, Completed, or Cancelled.
   • Assignee - select the team member responsible for the task.
   • Priority - select Urgent, High, Medium, or Low.
   • Due date - select a due date from the calendar.

Your changes are saved automatically.

You can also use the following tabs for additional task management:

• Comments - add comments and tag team members. See Collaborate on a task.
• Checklist - create and manage checklists. See Add a task checklist.

Add a subtask

Use subtasks to break down a larger task into smaller activities. Subtasks are available for tasks, but not for deliverables.

To add a subtask:

1. Find and click the task to which you want to add a subtask.

2. Open the Subtasks tab and click Add task.

3. Enter a subtask name (up to 255 characters), then press Enter or click .

   The subtask is added to the task. You can edit its details as you would for a task.

Rename a task or deliverable

You can rename a task or deliverable directly from the list or by opening it.

To rename a task or deliverable:

1. Find the task or deliverable you want to rename.
2. Do one of the following:
   • From the list - click next to the task or deliverable, select Rename, and enter a new name.
   • From the task or deliverable details - click to open the task or deliverable, click its name, and enter a new one.

Delete a task or deliverable

You can delete a task or deliverable directly from the list or by opening it.

To delete a task or deliverable:

1. Find the task or deliverable you want to delete.
2. Do one of the following:
   • From the list - click next to the task and select Delete, and enter a new name.
   • From the task or deliverable details - click to open the task or deliverable, click , then select Delete.
3. In the confirmation dialog, click Delete.