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Efficiently update or remove project details on TaskPilot to keep your project management streamlined and effective.
Managing projects on TaskPilot involves editing details or removing them when necessary. Here's how you can perform these actions step by step:
Log in to your TaskPilot account. In the sidebar menu on the left, click on Workflow and select Projects from the dropdown menu.
Locate the project you want to edit on the Projects page. Hover over the project's row to reveal the Edit icon on the right side. Click the Edit icon to open a modal where you can update project details or adjust tasks as needed. After making the necessary changes, click Save Changes.
Find the project you wish to delete on the Projects page. Hover over the project's row to reveal the Delete icon on the right side. Click the Delete icon, and a confirmation window will appear. Confirm that you want to archive the record, and it will be removed from your list of projects.
Managing projects on TaskPilot allows you to efficiently update project details or remove projects altogether as required. For more detailed instructions or to explore additional features, refer to our comprehensive guide. Happy managing!
