Tasks Editing

You can edit Tasks created by yourself or your colleagues.

All fields in a task, including the «Author» field, can only be modified by the task’s Author or the Administrator of the project where the task resides.

Task assignees can edit the task’s text and set or update the date/repeat schedule.

Project participants who are not set as assignees can only view the task without making any changes.

How to Edit a Task:

Navigate to the «Inbox» folder or the relevant group project folder.
Select the task you want to edit.
Make the necessary changes, attach any files, and click «Save» to confirm.
Use the «Back» button to cancel any unsaved changes.

1 Moving Tasks Between Projects

You can move tasks between projects, whether personal or group, and vice versa.

1.1 Moving Tasks Between Group Projects

If you need to change task’s project:

Open the task you wish to move;
In the «Project» field, select the desired target project;
Click «Save» to move the task to the selected project.

You can change task’s project

When a task is moved between projects:

Assignees who are part of both the original and new project will be retained as task assignees.
Assignees that are not members of the new project will be removed from the task.

Additionally when a task is moved to a new project it is assigned a new number, consisting of the identifier of the new project and a new sequential number within the destination project.

Assignees who are not involved in the new project are removed

If a task assignee leaves the project chat room, they will automatically be removed from all tasks assigned to them in that project.

Upon rejoining the group chat, they will be automatically restored as the assignee for their previously assigned tasks.

1.2 Moving Tasks from Group Projects to Personal Projects

You can only move tasks to your personal project if you are an Author of the task.

When a task is moved from a group project to a personal one, all assignees are removed from the task and it is also assigned a new number.

Moving a task from a group project to a personal one

The task becomes invisible to everybody except you.

A task in a personal project is available only to the owner of the personal project

1.3 Moving Tasks from Personal Project to Group Projects

When moving a task from a personal project to a group project:

Select the desired group project in the designated Project field.
Set assignees from among the participants of the group project.
Click «Save» to finalize the transfer.

Moving a task from the personal project «Accountancy» to the group project SkippersGroup212

2 Attaching Files to a Task

There are two ways to attach files to a task:

During Task Creation. Click the paperclip* icon when creating a task to attach files.Each file must not exceed 20MB in size. You can attach up to 10 files in total.
Via Task Notifications in the Bot Chat. Сlick «Reply» to any task notification and attach the file as you normally would in Telegram. File size is unlimited in this method.

Personal Task Files are saved in the private chat with the bot.

Group Project Task Files are saved in the shared project chat.

To view attached files, simply click on the file name. You will be directed to the chat location where the file is stored.

3 Deleting a task

Only an author of the task and administrators of the project in which the task is located can delete the task.

There are two ways to delete a task:

From the Task Card: open the task card, select the menu (three dots), and choose «Delete».
From the Task List: swipe the task to the left and select the delete option.

You can delete a task in two ways

* — feature only available for PRO-plan users