How to use Quick task editor
Introduction
This guide will show you how to use Quick task editor in Easy8. This is useful for quick and easy editing of tasks without opening a full task window. By following these steps, you will be able to view and change key task data in one pop-up screen and save time.
Target Audience
User + Administrator
Prerequisites
- Access to Easy8
- Permission to edit tasks
How to use Quick task editor
Step 1: Access Quick task editor
You can open Quick task editor from the following features:
- Agile board (Scrum & Kanban): Click on the task.
- Easy Gantt PRO: Double-click on any task on the timeline or in the left-side tree.
- Resource Management: Double-click on any task on the timeline or in the left-side tree.
- Scheduler: Click on the task.
- Task list: Click on the "pencil in a square" icon in the context menu of a task.
- WBS (Work Breakdown Structure): Click on any task in the mind map and select the pencil icon.
⚠️ Note: In Easy Gantt PRO and Resource Management, the changes will not be saved unless you click the Save button in the top right corner.
Step 2: Use Quick task editor functions
When you open Quick task editor, you will see a pop-up window. It shows all important information about the task on one screen. You can:
- View and edit task details
- Add or change description
- Add comments
- Attach files
- Log spent time
- Manage coworkers
- Add tags
- Add or change subtasks
- Add or change parent task
- Add or change related tasks
Just click on the area you want to edit and change the information.
Step 3: Understand limitations
Keep in mind these limitations:
General:
- Diagrams cannot be shown.
- In WBS, you can open Quick task editor for projects, but only name and description can be edited.
- DMS attachments cannot be added.
Gantt chart & Resource Management:
- Changes are not saved automatically.
- Only these fields are saved automatically: Description, Tasks, Comments, Log time, Tags, Coworkers, Custom fields.
Custom fields:
- Lookup: Only displayed, cannot be edited.
- Key/value list, Milestone, User + display multiple: Shown only as dropdown.
- Color: Not shown.
Troubleshooting
| Issue | Solution |
|---|---|
| Changes are not saved | Click the Save button in Easy Gantt or Resource Management |
| Cannot edit Lookup field | This field is only displayed, editing is not possible |
Conclusion
You have successfully learned how to use Quick task editor. Now you can quickly edit tasks in Easy8 without opening the full task window.
Related Topics and Further Reading
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