To-do Tasks / 11

Edit a to-do

The edit panel saves automatically: there is no Save button. You can also change properties right in the list.

3 minutes
Product screenshot: Edit a to-do
Step by step

How to complete editing a to-do

  1. 01

    Open the to-do

    Click its card or row. The Edit task panel opens.

    Step 1: Open the to-do
  2. 02

    Change what you need

    Title, description, status, priority, category and due date save on their own. The footer says changes are saved automatically and confirms when they are saved.

  3. 03

    Edit from the list

    In List view you can change assignee, status, priority, due date, category, link and reminder without opening the panel.

    Step 3: Edit from the list

What you'll learn

  • How edit a to-do works inside Perfour.

  • What information you need and how it stays connected to To-do Tasks.

  • How to preserve traceability and find the record later.

FAQ

Frequently asked questions

What if I delete the title?+

A title under 2 characters is not saved; the previous one stays.

Saving failed+

The panel shows the error. Check your connection and reopen the to-do to verify.