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Edit a field directly from the read view

Update a single field inline without opening the full edit form, using the appropriate picker or control in a popover.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the inline editor​

Hover over the field you want to change and select the pencil icon (or Add if it is empty) to open the inline editor popover.

Open the inline editor

Step 2: Update the field value​

Use the widget in the popover (such as a user picker, organisation picker, date selector or dropdown) to adjust the field to the value you need.

Update the field value

Step 3: Review edit hints​

If an edit hint appears above the buttons in the popover, read it to understand any consequences of changing this field before you save.

Review edit hints

Step 4: Save your changes​

Select Save to apply your change; the field updates immediately with an optimistic save, and will roll back automatically if the update fails.

Save your changes

Last updated: 2026-08-05