Help Centre

How do I edit a task?

ForLandlordsProperty managers

Who can do this

Landlord; Organization users with Edit Tasks.

Where to find it

Tasks → the task → Edit

Steps

  1. Open the task and select Edit. The Edit task form opens with every step answered.
  2. Select Edit on a step, change it, and select Save.
  3. To unlink a property, open Is it for a specific property? and clear Property / Unit with its clear (X) button.

What happens next

The page shows the changes and a new "Updated" time.

Limits

The property or unit can only be changed on a task you created by hand that isn't linked to a lease. On auto-generated or lease-linked tasks, the clear button shows, but saving a change to the property is refused. Change other fields instead.

Troubleshooting

  • Save disabled with "You don't have permission to edit tasks.": the role lacks Edit Tasks.
  • "Couldn't save task": the change was refused or failed. For a member limited to assigned properties, a property outside their assignment is refused.
  • "Restore this task to edit it.": the task is archived.
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