How to Edit Tasks in the Dashboard

Let's discuss how to quickly edit tasks! avatar
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Updated over a week ago

In this article, we'll explain the ins and outs of your dashboard's tasks table in the Tasks tab. Similar to Excel or Google Sheets, you can filter for tasks by its column header. You can also edit the details of any individual cell as you see fit. Let's dive into that more:

Inline Editing

You can edit any part of the task by hovering over an individual field within a row. Once the blue pencil appears, simply click and you can edit the contents of that field specifically. Hit save and the change is made!

Here's a helpful gif to show you:

Pro Tip: PINATA helps you prevent double-booking whenever you assign someone to a task. If they’re working on another one that overlaps the same time, you’ll see a note ‘Talent is not available at this time’ when you try to assign. NOTE: If you change the time of the task when someone is already assigned and you want to check for conflicts again, you must re-assign the same user and press save.

Task Details & Actions

Want to view more details about a task? Simply click on the magnifying glass symbol on any row to view the full task details. 

You can also take quick actions by clicking ...

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