Modify or update existing To-dos using the Edit option.
About this task
You can edit the To-dos for the following reasons:
- Updating the status
- Updating the priority
- Assign a To-do to another user
- Change the name of a To-do
- Update the description of a To-do
- Assign the To-do to a checklist
To edit a To-do, complete the following steps:
Procedure
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From the Unica Platform homepage, select .
The Checklists page appears.
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Select a To-do from the list of My To-dos,
Flagged To-dos, or from the checklists on
My Board. If required, use the Search feature to locate
a To-do.
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Perform Step 4 or Step 5 to edit a To-do:
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Method 1:
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Click the To-do.
A preview dialog of the To-do appears.
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Click Edit To-do.
The Edit To-do dialog appears.
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In the General tab, make the necessary
modifications. For more information on the fields, see Creating To-dos.
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In the Notes tab, you can add, edit, or delete
Notes. For more information, see Using Notes.
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In the History tab, view all the changes made to
the To-do.
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Click Save.
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Method 2:
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After locating the To-do, select .
The Edit To-do dialog appears.
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In the General tab, make the necessary
modifications. For more information on the fields, see Creating To-dos.
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In the Notes tab, you can add, edit, or delete
Notes. For more information, see Using Notes.
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In the History tab, view all the changes made to
the To-do.
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Click Save.