Skip Navigation LinksTasks > Edit Task

Tasks are edited using an "In Line Form". Editing a task is done exactly the same way regardless of what type of record the task is being edited in.

Step by Step

For this example we will demonstrate how to edit a Task in an Invoice. We assume an invoice and the task have already been created, if not please go to "Create New Invoice" then to Adding New Tasks before proceeding.

  1. Open an existing Invoice task from Job > Invoice > Invoice Task
  2. To open the invoice task, click on the "Yellow Pencil" icon on the left side of the task in the row you want to edit.
  3. The in-line form is now open.
  4. You can now add change or replace any text in the open in line form.
  5. When finished, click the "Green Check Mark" icon at the left of this row to update this line item with the changes you made. Updating will close the in-line form and the edit is complete.
  6. You can now see the edited line item you just changed.

Quick Tips

Editing any "In Line Form" is identical throughout the MyOnlineToolbox application.