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Getting Started

  • Add a Dashboard Widget

Contacts & Customers

  • Add a Contact
  • Send a Request for Proposal to a Subcontractor

Jobs, Tasks & Scheduling

  • Create a Job
  • Create a Schedule Entry
  • Create an Estimate from a Job
  • Create an Invoice from a Job
  • Edit a Task
  • Manage Team Availability
  • View Declined Jobs

Estimates, Invoices & Change Orders

  • Approve a Change Order (Client View)
  • Build and Edit an Estimate
  • Create a Change Order
  • Create a New Estimate
  • Create an Invoice
  • Create an Invoice with the Wizard
  • Edit a Change Order
  • View the Estimate Linked to an Invoice

Warranties & Reports

  • Create a Custom Warranty
  • Export a Report to CSV
  • Generate a Discover Report
  • Set the Standard Warranty

Settings & Templates

  • Add a Cost to the Cost Library
  • Add an SDK Site

Edit a Task

Edit a Task

Open the Tasks page. Wait for the Tasks page to load. Click Edit on an existing task to update it inline.

Watch the demo (16 seconds)

Read transcript · Download captions

Overview

Open the Tasks page. Wait for the Tasks page to load. Click Edit on an existing task to update it inline. Wait for the inline edit form to appear.

Steps: 6 · Time to complete: ~16 seconds · Difficulty: medium

Prerequisites

  • Access to the Edit a Task feature.

Steps

Step 1 — Navigate to /tasks · 0:00

Open the Tasks page.

Step 1: Open the Tasks page.

▶ Watch this step · Try it →

Step 2 — Wait for role=button[name="New Task"] · 0:05

Wait for the Tasks page to load.

▶ Watch this step · Try it →

Step 3 — Screenshot: tasks_list_before_edit · 0:00

Screenshot: tasks_list_before_edit.

Screenshot: tasks_list_before_edit

▶ Watch this step

Step 4 — Click role=button[name="Edit"] · 0:08

Click Edit on an existing task to update it inline.

Click edit to update task

▶ Watch this step · Try it →

Step 5 — Pause 500ms · 0:12

Wait for the inline edit form to appear.

▶ Watch this step

Step 6 — Screenshot: task_edit_form · 0:00

Screenshot: task_edit_form.

Screenshot: task_edit_form

▶ Watch this step

Expected outcome

Wait for the inline edit form to appear.

Assets

  • 📹 Full video — 16 seconds
  • 📝 Plain transcript
  • 🎬 Captions (WebVTT)
  • 🖼️ Thumbnail
On the blog
Editing tasks shouldn't require a detour
We shipped inline editing for tasks so you can fix a typo, retitle a checklist item, or refine details without ever leaving the page you're on.
Read the post →