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Manage a task from the task header

Update key task information such as title, status, assignee, due date and phase directly from the task header.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the task detail view​

Navigate to the task detail page so the task header is visible at the top, showing the task title, status, priority and metadata.

Open the task detail view

Step 2: Edit the task title​

Click on the task title in the header to start editing, type the new title, then click outside the field to save the change.

Edit the task title

Step 3: Update task status and priority​

Use the status badge and priority control in the header to change the task status and priority, and wait for the save indicator to complete.

Update task status and priority

Step 4: Assign or change the task owner​

Open the assignee dropdown, select a team member from the project member list, and confirm the selection so their avatar appears in the header.

Assign or change the task owner

Step 5: Set or clear the due date​

Click the due date control to choose a new due date, or use the clear option to remove the existing date and save the update.

Set or clear the due date

Step 6: Set or clear the task phase​

Open the phase dropdown, choose a lifecycle phase such as Discovery or Development, or clear the current phase if it no longer applies.

Set or clear the task phase

Step 7: Share, duplicate or delete the task​

Use the action menu in the header to open the public share dialog, create a duplicate of the task, or confirm deletion if you no longer need it.

Share, duplicate or delete the task

Step 8: Return to the task list​

Use the back button in the header to leave the task detail view and return to your previous task list or project view.

Return to the task list

Last updated: 2026-09-01