Getting Started
Step 20
Edit Project Tasks
Once you’ve added your Project tasks, you can begin setting due dates & times, priorities, and task organizers for any of these tasks.
These settings are optional.
Editing Project Tasks is very similar to adding Inbox Tasks
To get started, tap or click on the Edit Task icon (1) on the far right of the task you want to edit. The Edit Task View (2) will appear as shown below.
Within Edit Task, you can add, change, or delete the various task setting elements as you see fit. None of the task settings are required, except for the task description.
Below are the descriptions of each section and how to set them up.
Description
This is the description of the task. This is a required field. You can change the description as you’d like. There is no limit to the length of the description. However, the task description will only show one line of text in all areas of the app other than the Edit Task window.
Dates
There are several fields within the dates section. They will appear once you tap or click on the Due Date field.
Due Date – Initially, the due date is not set. You can add a due date by tapping or clicking anywhere on the row. Once you tap on the Due Date row, the section will expand to show several date-related fields.
The first of these is the Date Picker.
1 – Current Due Date: this will initially default to today’s date, but you can easily change that by tapping or clicking a date from the calendar.
2 – Calendar: tap or click on the date to choose the due date you want
3 – Current Calendar Month & Year: you can change this by tapping or clicking on it and selecting a Month and Year from the wheel picker that appears.
4 – Forward /Backward Buttons: you can tap or click these buttons to change the month one month at a time.
5 – Current Due Date: is highlighted for you.
6 – Unschedule Button: tapping or clicking this will unschedule the task.
You can select a due date with one or two taps/clicks. You can easily change the due date at a later time in the same way.
Once you have selected the due date, you can then make any other changes you want for the other date fields.
Start Time – The start time defaults to the time you set in the Settings View, Date, and Time Preferences. You can tap or click on the current Start Time and use the Time Picker to change the Start Time.
Duration – This is for the duration of the task. It will default to the Task Duration you set in the Settings View, Date, and Time Preferences. You can on both the hours and minutes to set the estimated duration for your task. This will be reflected in the Task Calendar Views for the task.
Recurring – This is where you can set up a recurring schedule for the task. This is covered in detail in Getting Started Step 22, Set Up a Recurring Task. Recurring tasks can repeat Daily, Weekly, Monthly, or Yearly with a number of options and intervals.
Reminders – You can set up one or more reminders for each task. This is covered in more detail in Getting Started Step 23, Set Up Reminders.
Priorities
The next section after the Dates section is the Priorities Section. There are 4 different types of Priorities – Importance, Urgency, Impact, and Effort. These are not required but can help you organize and prioritize your tasks.
Each of these priorities has 6 different levels:
- Highest (Red)
- Major (Orange)
- Medium (Amber)
- Some (Teal)
- Low (Blue)
- None (Black)
You can set these by tapping or clicking on the star with the priority level you want to set for the task.
Organizers
There are 6 different Task Organizers you can set for a task. These are all optional, but they may help you get more organized and improve your productivity.
The way you set up a Task Organizer is similar for each of the different Task Organizer categories. As an example, we will use Context.
1 – The current setting for the Task Organizer is displayed on the right of the row. In this case, the current value is None, and it is grayed out.
2 – To set a Context for the task, tap or click on the right arrow (>) on the far right of the row.
3 – The current setting is displayed near the top. Notice the blue checkmark on the far right. This indicates it is the current setting.
4 – The list of available Contexts is displayed. Choose the one you want by tapping or clicking on it.
5 – If the Context you want to use is not set up yet, you can add a new one by tapping or clicking on the + button in the upper right corner.
6 – Once you’ve selected the Context you want, tap or click on the Edit Task button in the upper left corner to return to the Edit Task window.
Setting the other Task Organizers (Task Type, List Group, Location, Task Status, and Tags) work in a similar way. The only difference is that with Tags, you can select more than one Tag for a particular task.
Persona
A Persona would be someone you want to assign the task to or different roles you play in your life.
The default persona that you set up for your Inbox or Project will have a checkmark on the far right of the Persona.
Tap or click on the persona you’d like for the task. Then tap or click on the Edit Task button in the upper left corner of the window to go back to the Edit Task window.
If you are assigning a task to someone, you will need to provide an email address or mobile phone number to send that person the task. To add the email address or mobile phone number, go to the Organizers View, select Persona, then tap or click on the Edit Menu on the particular Persona.
Link
You can add a URL for each task. Make sure to use the full URL such as https://www.website.com, rather than www.website.com. In this way, you will be able to click on the weblink to be taken to the website automatically. We recommend doing a copy and paste from your web browser to get the correct URL.
Once you’ve added the URL to the task, you can come back later and tap or click on the internet icon and you will be taken to the web page in your browser.
Note
You can add text notes for each task. The length of the note is unlimited. The note area will be scrollable once the text exceeds the size of the input box.
