Editing Tasks on the Project App

  1. Navigate to the Timeline section in the left-hand section of the Project app.
  2. Select the task you would like to edit in the project plan.

Note: This will not work for Kanban projects.

  1. Click on the details section located in the right-hand side panel.
  2. Use the inline editing to change the fields to the desired values.
Or
  1. Navigate to the Timeline section in the left-hand section of the Project app.
  2. Select the task you would like to edit in the project plan.

Note: This will not work for Kanban projects.

  1. Click on the details section located in the right-hand side panel.
  2. Click the pencil button located in the top right corner of the side panel.
    1. Choose the field you want to edit from the pop up modal.

Note: If you are missing a project level field reach out to your Salesforce Administrator.

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