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Editing a task

Update one task without affecting the template

Christina avatar
Written by Christina
Updated over a week ago

This article was last reviewed November 28, 2023.

In order to add a task to a shift, you must choose from your existing list of task templates, but it's easy to modify an assigned task for just one shift. This way you can provide extra details or add/remove subtasks that may not be applicable for a particular day.
There are multiple ways to edit a single task.

From the task list

Under the main Tasks page, there is a tab for Shift tasks. This will list all the tasks for the date range you have selected (those attached to a shift). These can be edited individually by:

  • clicking on a task in the list, then clicking the Edit task button

  • clicking the options button (3 dots) next to the task, then choosing Edit.

Note: Managers can't edit tasks that are not scheduled in their location.


From the schedule:

When you click on a shift, you will see any assigned tasks. Click on the task title to open the details, then you will see a link to jump to the task view so you can edit it.

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