Task Details and Editing Tasks
Open a task list to review its details, add tasks, edit existing tasks, or delete them. You can also update the task list title, description, segmentation, and status.
How do I open a task list?
Go to Modules > Tasks > Task Lists.
Select the task list you want to review.
On the Task List Details page, check the list information in the left panel and the tasks in the right panel.
How do I edit a task list?
On the Task List Details page, select Edit.
Update the Task List title and, if needed, the description.
Review the segmentation settings under Groups Segmentation and Teams Segmentation. Teams Segmentation only appears when the Teams feature is enabled on your tenant.
Use the enabled switch if you need to disable or re-enable the task list.
Select Update to save your changes.
How do I add or edit a task inside a task list?
On the task list page, select New Task to add a task.
Enter the Task title and add the description if needed.
Select Create to save the task.
To change an existing task, open its options and select Edit Task.
Update the task information and select Update.
How do I delete a task or task list?
Open the task or task list options.
Select Delete Task for a task or Delete for a task list.
Confirm the deletion.
How do I search, show, or reorder tasks?
Use Search tasks... to filter the task list.
Select Show All to view every task in the list, or Show Pages to return to paged view.
Drag and drop tasks to change their order.