How to Create, Edit, or Delete Tasks

In TaskPilot, a task typically involves a single user responsible for completing a specific assignment. Efficiently managing tasks is crucial for ensuring that each individual responsibility is tracked and executed properly. 

This guide will provide you with step-by-step instructions on how to create new tasks, modify existing ones, and delete tasks that are no longer needed. Follow these steps to keep your task list organized and ensure that every assignment is handled efficiently.

Navigate to the Administration Section

Log in to your TaskPilot account. In the sidebar menu on the left, click on Administration and select Tasks from the dropdown menu.

Creating a Task

On the Tasks page, click the blue ‘+’ button in the top right corner. This will open a modal where you need to enter the task title. Once you have filled in this detail, click Add Task to save your new entry.

Editing a Task

To edit a task, first locate the task you wish to modify. Hover over the task's row to reveal the Edit icon on the right side. Click this icon to open a modal where you can update the task's title. Once you have made the necessary changes, click Save Changes to apply the updates.

Deleting a Task

To delete a task, find the task you want to remove. Hover over the task's row to reveal the Delete icon on the right side. Click this icon, and a confirmation window will appear. Confirm your decision to delete the task, and it will be removed from your list of tasks.

Managing tasks on TaskPilot is straightforward and efficient, ensuring you can easily add, edit, or delete entries as needed. For more detailed instructions or to explore additional features, refer to our comprehensive guide. Happy managing!