How to Edit or Delete a Task in MatterSuite

How do I edit a task?

  1. Open the Tasks module.

  2. Locate the task you want to edit (use search or filters by status, priority, or assignee).

  3. Click the task title or the Edit icon next to it.

  4. Make the necessary changes (title, description, due date, priority, assignee, or linked matter/client).

Click Save or Update Task.