How to Edit, Delete, and Manage Ongoing Tasks on TaskPilot

Managing tasks on TaskPilot is simple and efficient. Here’s a detailed guide on how you can edit, delete, or update ongoing tasks:

Navigate to the Planner Section

First, log in to your TaskPilot account. In the sidebar menu on the left, go to the Dashboard section and select Planner. For a comprehensive understanding of the Dashboard Planner layout, check out our introduction guide which covers all the essential features and views to help you navigate the planner effectively. 

Editing a Task

To edit a task, locate the task you wish to modify on the Planner page. Click on the task to open its details preview. Here, you can make any necessary changes. Once you’ve made the updates, click Confirm to save the changes. If you only need to change the due date, you can click and drag the task to the desired date on the planner. Release the task, and the due date will automatically update.

Deleting a Task

To delete a task, you have two options:

1. Archive the Task: Click on the task to open its details. Then, navigate to the three-dot menu next to the task name and select Archive. This will move the task to the archive, where it will no longer be active.
2. Move to Backlog: If you prefer to keep the task but remove it from the active list, click and drag the task to the Backlog column on the planner page. When a task is in the backlog, it will not be visible to the contractor.

Editing an Ongoing Task

For tasks that are already in progress, locate the ongoing task on the Planner page ans click on it. Navigate to the three-dot menu next to the task name and select Edit Details. This will open a modal where you can make any necessary adjustments to the task. After you’ve made your changes, click Confirm to save them.

TaskPilot makes it easy to edit, delete, and manage your tasks efficiently. Whether you're updating due dates, archiving tasks, or adjusting ongoing tasks, the platform provides straightforward tools to help you keep everything organized. For more detailed instructions or to explore additional features, refer to our comprehensive guide. Happy managing!

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