---
title: How to edit a task
url: https://tideswell.xyz/docs/tasks/edit-a-task
description: Open a task from any list and change anything on it in place. Every control saves the moment you use it.
---

> Documentation index: fetch https://tideswell.xyz/llms.txt to discover every page before exploring further.

# How to edit a task



Clicking a task title anywhere in <Ref to="tasks" /> opens it as a panel over the page you
were on. Everything on that panel is live: there is no edit mode to enter and no Save button
to find, because each control writes as soon as you use it.

## Before you start [#before-you-start]

Editing is checked against the task's own **department**, not the workspace. You can be a
lead in Marketing and a plain member in Warehouse, so a control that is live on one task can
be read-only on the next.

That surprises people more than any other rule in the product, so it is worth reading
<Ref to="concepts/who-can-do-what" /> once, properly.

## What can you change from the panel? [#what-can-you-change-from-the-panel]

Almost everything the task has.

* **The title.** Click it and type. It saves when you press Enter or click away.
* **The description.** Click it to edit in place. Enter saves and Escape cancels, and a save
  that fails keeps your text on screen rather than losing it.
* **Status**, **Assignee**, **Cycle**, **Due date** and time, and **Priority**, each from its
  own control. These save the instant you pick.
* **Sub-tasks**, **blockers**, **files** and **comments**, each covered on its own page.

While anything is saving, the other controls go quiet for a moment. That is deliberate: it
stops two half-finished edits racing each other.

## What are the four statuses? [#what-are-the-four-statuses]

**Backlog**, **To do**, **In progress** and **Done**. Every workspace has these four and they
are the columns you see on a board.

Underneath the label, each one counts as either backlog, active or done. The **Done**
category is what makes a task drop out of open lists and stop counting as work, which is why
finishing a task and moving it to Done are the same thing.

Tasks use this fixed set. **Settings › Stages**, where an admin designs the steps a record
moves through, applies to purchase orders and to Objects rather than to tasks. That is
covered in <Ref to="objects/stages" />.

## How do priorities work? [#how-do-priorities-work]

Five levels: **Urgent**, **High**, **Medium**, **Low** and **No priority**. Each shows as a
small glyph on the row, with a red square for urgent and signal bars for the rest.

Priority sorts and surfaces work, and it is what fills the **Urgent** screen described in
<Ref to="tasks/see-what-needs-you" />. It does not restrict anything or change what anyone is
allowed to do.

## How do you set a due date and time? [#how-do-you-set-a-due-date-and-time]

One calendar control handles both. Pick a day, and set a time underneath it if the job has
one.

A date is what puts a task on the company calendar and into the **Due soon** and **Overdue**
groups, and it is what task reminders are driven from. Overdue dates render red everywhere
they appear.

The same calendar holds the **Repeats** switch, covered in
<Ref to="tasks/make-a-task-repeat" />.

## Who can you assign it to? [#who-can-you-assign-it-to]

Anybody on the roster of the task's department. If a department has nobody on it yet, the
picker offers **Unassigned** only, which is a sign that somebody needs to add people to that
team in **Settings › Departments**.

Assigning is a separate right from editing, so in some workspaces you will be able to change
a task's dates but not its owner.

## How do you complete or reopen one? [#how-do-you-complete-or-reopen-one]

Click the circle at the top left of the panel, or the circle on any list row. It turns into a
green tick.

Clicking the tick reopens the task and puts it back in the open lists.

If the task is waiting on something unfinished, Tideswell asks first, with a dialog naming
what it is waiting on and a **Complete anyway** button. It is a prompt rather than a barrier.
See <Ref to="tasks/sub-tasks-and-blockers" />.

## How do you find where a task sits? [#how-do-you-find-where-a-task-sits]

A breadcrumb at the top of the panel reads department, then project, then campaign. Each part
is a link, so a task is a way into the project it belongs to.

Underneath the panel you also get who created the task and when, plus a **From #channel**
link when it started life as a chat message.

## How do you archive one? [#how-do-you-archive-one]

**Archive** on the panel, with a confirmation that explains it can be recovered. Archiving
takes a task out of the lists without destroying its history.

Archiving is usually a lead's job, with one exception that catches people out pleasantly: you
can always archive a task you created yourself.

## Why is a control greyed out? [#why-is-a-control-greyed-out]

Because the rights are separate from one another, and all of them are read in the task's
department.

Editing fields, assigning, completing, managing blockers and commenting are five different
permissions. Holding one tells you nothing about the others, which is why you can sometimes
comment on a task you cannot reschedule.

Work out which one you are short of before asking, using
<Ref to="concepts/who-can-do-what" />. If the task is archived, commenting is closed on it
regardless of your rights.
