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Edit a Task

In this article

Once a checklist has been added to a card, you can edit the checklist and the tasks anytime. To edit a checklist, open the card where you want to edit a checklist and go to the Checklists Tab.

Edit Checklist Name

To edit the checklist title, click on the checklist name. Type the new checklist name then click on the   button to confirm the new name or press Enter.

KB - Checklists - Editing a Task - Edit Task Name

Edit Task Name

To edit a task name, click on the name of the task you want to edit. Type the new task name then click on the    button or press Enter to confirm the new name.

KB - Checklists - Editing a Task - Edit Task

If you need to write on a new line for a task, press Shift + Enter.

Add/Edit a Task Deadline

To help you and your team stick to deadlines for each task, you can set a deadline for each task.

  • Click on the task and then the Calendar    icon under the task.
KB - Checklists - Editing a Task - Set Deadline Calendar
  • A calendar dropdown box will open. Select the date you want to set as the task’s deadline. Upon selecting a date, a box will appear on the right side of the task to reflect the deadline for the task.
  • To remove the deadline set for a task, click and block the entire date, then press Backspace or Delete.

Complete a Task

When you complete the task, simply click on the box on the left of the task. The task will now be marked completed, and the progress bar above the tasks will show the current progress of the checklist. You can also unmark a task by clicking on the checked box.

KB - Checklists - Editing a Task - Completing a Task

Assign a Task

To assign a task to a team member, click on the task, and then click on the Assign Task    icon under the task.

KB - Checklists - Editing a Task - Assign Task Icon
  • The Assign Task dropdown will open. Click on or search a team member’s name from the selection to assign the task.
KB - Checklists - Editing-a-Task - Assign Task Dropdown

Once tasks are assigned, each task will have the avatar of the assigned team member showing up at the rightmost part of the task’s name and replacing the Assign Task icon.

KB - Checklists - Editing a Task - Task Assigned

Reassign/Remove Assignee from Task

To reassign a task or remove an assignee from it, click on the team member’s avatar at the rightmost part of the task name or under the task. A dialog box will appear listing out the name of team members. To remove the assignee, click on the Clear option from above the search bar. To reassign, click on a different team member’s avatar.

Delete a Task

  • To delete a task from a checklist click on the Delete icon at the rightmost part of the task’s name.
  • The Delete dialog box will open where you will need to confirm if you want to delete the task. Click on the Delete button and the task will be removed from the checklist.

Reorder Tasks

To reorder the tasks in a checklist, click and drag the task using the Reorder    icon at the leftmost part of the task’s name.

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