#PLANNER PLUS BACKUP TASKS PROJECTS PDF#
#PLANNER PLUS BACKUP TASKS PROJECTS UPDATE#
#PLANNER PLUS BACKUP TASKS PROJECTS LICENSE#

To edit all information about the task, click the More menu next to the name of the task, then click Edit.įrom a list of tasks, select a task, then click the Edit icon at the top of the list.ĭepending on how your Workfront administrator or Group administrator sets up our Layout Template, the fields in the Edit Task box might be rearranged or not display. The name of one or multiple custom formsįor more information, see Export custom forms and object details.Select all (displays only when there is at least one custom form attached).

#PLANNER PLUS BACKUP TASKS PROJECTS PDF#

(Optional) Click the Export icon to export the Overview and custom forms information to a PDF file, then click Export. (Optional) If there are no custom forms attached to the task, start typing the name of a form in the Add custom form field, then select it when it displays in the list, then click Save Changes. Manage task finances in the Task Details section.Manage task information in the Task Details Overview area.(Optional and conditional) When an area is collapsed, click the right-pointing arrow next to each area to expand the area you want to edit.įor more information about editing information in the Task Details tab, see the following articles: (Optional) Click the Collapse All icon in the upper-right corner to collapse all areas. To edit information in the Details section, do the following: For information, see Customize the Details view using a layout template.įor information about the fields visible in the Task Details section,Ĭontinue with editing the task in the Edit Task box as described below.

Names of customs forms display only if there are custom forms attached to the object.ĭepending on how your Workfront administrator or Group administrator modified your Layout Template, the fields in the Task Details area might be rearranged or not display. (Optional) To edit limited information about a task, click Task Details in the left panel.Ĭonsider editing information in the following areas in the Task Details section: The following steps describe editing a task in the Edit Task box.Ĭlick the Main Menu icon in the upper-right corner of Adobe Workfront.Ĭlick Projects, then click the name of a project to open it. You can edit a task using the Edit Task or Task Details areas. For information about editing a task in the Summary panel, see the “Edit a task in the Summary” section in the Edit tasks in a list article. You can edit a task in a list using the Summary panel. You can edit task information in a list of tasks, by inline editing fields displayed in the view of the list.įor information about editing tasks in lists, see Edit tasks in a list.

You can always edit the following information on a task when the project has been marked Complete, Dead, or is in an Approval Process: For information about setting project preferences, see Configure system-wide project preferences. You can edit and add documents to tasks on a project that has a status of Complete, Dead, or is Pending Approval only when your Workfront administrator or a group administrator enabled this functionality in the Project Preferences area.

#PLANNER PLUS BACKUP TASKS PROJECTS UPDATE#

You can only log time or update the Status for a task in an approval process. You cannot edit tasks that are in an Approval Process. To avoid confusion for users who are assigned to the tasks, limit editing tasks as much as possible when the project is in the Current status. Updating tasks triggers notifications for projects that are a Current status. There are some limitations that might prevent you from editing tasks.Ĭonsider the following when editing tasks:

#PLANNER PLUS BACKUP TASKS PROJECTS LICENSE#

*To find out what plan, license type, or access you have, contact your Workfront administrator. Manage permissions to a task to edit it in the Edit Task boxĬontribute or higher permissions to the projectįor information on requesting additional access, see Request access to objects. For information on how a Workfront administrator can change your access level, see Create or modify custom access levels.Ĭontribute permissions to a task to edit it in the Task Details area If you still don’t have access, ask your Workfront administrator if they set additional restrictions in your access level. You must have the following access to perform the steps in this article: Adobe Workfront plan* You can edit information on tasks that you have created, or that you have Contribute or Manage permissions to.

Planner plus backup tasks projects