Using the Task List Context Menu to Edit Tasks

You can right-click on a task or tasks in the Task List to open a context-sensitive menu of options for the selected task(s).

Project managers and users with edit permission can edit tasks using the context-sensitive menu.

Some options in the menu are update options and require Update permission while others require Edit permissions. The options you see depend on which task(s) you select and what your relationship is to those task(s).

Note: Currently, all options when multiple tasks are selected require Edit permission.

Project managers can also use the Selection menu to edit tasks in bulk in the Task List. See Editing Multiple Tasks (opens in popup window).

To Edit tasks using the Context Menu:

1. Navigate to the project for which you want to update or edit tasks.
2. On the Project Menu, click Tasks, and Task List.
3. Select the task(s) you want to change by clicking in the task row for each task. Hold the CTRL key down to select multiple tasks.
   
4. Right-click to open the context menu.
   
   The options you see depend on your relationship to the selected task(s), and the way your organization tracks task progress. How your organization tracks task progress is determined by the configuration set by your administrator. For details, see Editing Timesheet Properties.
   
   Important: Your ability to edit or update tasks is determined by your permissions. If you only have permission to edit or update a subset of the tasks you selected, only those for which you have the correct permission will be updated or edited. This means that some of the selected tasks may not be changed in the way you anticipated.
   

• If ETC is enabled for your enterprise, Edit options include:
• Edit Task - opens the task Edit pane.
• Mark as On Hold,
• Mark as Not on Hold - changes task status from On Hold to the appropriate status (In Progress or Overdue for example).
  
  

• If % Complete is enabled (ETC is disabled), Edit options include:
• Edit Task - opens the task Edit pane.
  Note: Only available with a single task selected.
• Delete
• Mark as Not Started/In Progress/Complete
• Mark as On Hold/Not On Hold
  

Related Topics:

• About Task Edit and Task Update—About editing and updating tasks.
• Using the Task List —How to use the Task List to add, edit and update tasks.
• Using the Task List Context Menu to Update Tasks—How to use the Task List context menu to update tasks.
• Using the Task List Selection Menu—How to use the Task List Selection menu to edit and update tasks.

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