Editing a To-do

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

  1. From the Unica Platform homepage, select Plan > Checklist.
    The Checklists page appears.
  2. 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.
  3. Perform Step 4 or Step 5 to edit a To-do:
  4. Method 1:
    1. Click the To-do.
      A preview dialog of the To-do appears.
    2. Click Edit To-do.
      The Edit To-do dialog appears.
    3. In the General tab, make the necessary modifications. For more information on the fields, see Creating To-dos.
    4. In the Notes tab, you can add, edit, or delete Notes. For more information, see Using Notes.
    5. In the History tab, view all the changes made to the To-do.
    6. Click Save.
  5. Method 2:
    1. After locating the To-do, select > .
      The Edit To-do dialog appears.
    2. In the General tab, make the necessary modifications. For more information on the fields, see Creating To-dos.
    3. In the Notes tab, you can add, edit, or delete Notes. For more information, see Using Notes.
    4. In the History tab, view all the changes made to the To-do.
    5. Click Save.