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Edit a Task

This guide explains how to edit an existing task in Turfpal.

Accessing the Task Editing Mode​

  1. Locate the task you want to edit in the Planner Calendar view.
  2. Click on the task to open the task modal.
  3. Click the three dots (...) in the top right corner of the modal.
  4. Select "Edit information" from the dropdown menu.

Modifying Task Details​

In edit mode, you can change various aspects of the task:

Basic Information​

  1. Start and End Date/Time: Adjust the task's schedule as needed.
  2. All Day: Toggle this option to change the task to or from an all-day event.
  3. Location (Site): Change the site where the task is to be performed.

Adding More Elements​

To add more members, products, equipment, or attachments:

  1. Locate the relevant section (e.g., Members, Equipment).
  2. Click the "+" icon next to the section header.
  3. Select or input the new item you want to add.

Removing Elements​

To remove members, products, equipment, or attachments:

  1. Find the item you want to remove.
  2. Click the "X" or delete icon next to the item.

Saving or Canceling Changes​

After making your modifications:

  • To save the changes: Click the "Update" button.
  • To discard changes: Click "Cancel" to exit editing mode without saving.
caution

Clicking "Cancel" will revert all changes and take you back out of editing mode. Make sure you want to discard your changes before selecting this option.

tip

Remember to update team members about any significant changes to task details, especially regarding scheduling or location changes.