Synquis - Project Management Software
  • Home
  • Products
    Link-OM - Operations Management Software
    Operations and Task Management Software
    Link-OM helps to improve relationship between teams and customer by providing greater visibility into operations and task management.
    Features Pricing Free Trial Support
    Link-PM - Project and Portfolio Management Software
    Project and Portfolio Management Software
    Link-PM offers ready-to-use robust & powerful control tools for globally prioritising, planning & executing projects, programs and portfolios.
    Features Pricing Request a Demo
  • About us
  • Blog
  • Contact us
Support
Link-OM - Operations and Task Management Software
Link-OM - Operations and Task Management Software
Simple way to Assign Tasks, Track and
Deliver on Time
Link-OM - Operations and Task Management Software Features Pricing Information Free Trial
<< Go to Help Guide

How to Edit Task

 

Step 1: Click on Tasks in Menu

Tasks


Step 2: Click on All Tasks. Go to the client for which updates need to be done.

All Tasks


Step 3: Search for the task for which updates need to be done. To find how to search, please refer to How to search task

Search Tasks


Step 4: Click on gear icon on right side of the Client

Manage Tasks


Step 5: Click on Edit to edit the task. Update the information as per the requirements. Click Save to save the updating task or click to Save & Add Task to save the task and add a new one

Edit Task


Notes:

  • As it is a new task, the Status can be kept as Open. However, this can be modified later according to the task progress with Closed, Waiting On Client, In Progress, Query, Complete, and Future Task
    Status Task
  • Priority can be selected accordingly from Low, Medium and High
    Priority Task
  • It is optional to select the Project Phase. It can be selected according to the requirement.
    Note: The Project Phases need to be created by editing a project.
    Phase Task
  • It is optional to select the Label. It needs to be created according to the project and then can be selected according to the requirement
    Note: The Labels needs to be created by editing a project.
    Label Task
  • If Internal? is checked then the task will only display to the staff, not to the client
  • If Management? is checked then the task will only display to the management team, not to staff neither to the client
  • If Add To Watch List is checked then it will display in the footer
    Add To Watch List
     Watch List Bar
  • If this task needs to add reminders after every specific time, then click on Make this task recurring and fill the information accordingly, then click Save
  • If the task contains more than one record in its change history, then that task cannot be deleted. It can only be deleted if the task does not have any history to the Link-OM - Task Management Software.
Let's get things done efficiently and resourcefully with Link-OM

Try for Free

  • Home
  • About Us
  • Products
  • Contact us
  • Sitemap
  •  
  •  
  •  
  •  
  •  
Copyright@2015 Synquis (ABN 57 155 974 011). All Rights Reserved.