Editing tasks and milestones in Research Projects allows the team to easily refine project details, ensuring flexibility and accuracy.
>>> This article is for Researchers and Insights Experts.
This article is about actively managed research projects and studies.
FYI - You might know Research Projects by another name - check out our glossary to find out!
To edit tasks and milestones in your Research Project:
- Navigate to Conduct Research
- Open the project where you want to assign a task
- Scroll to the Tasks & Milestones section of the project
- Choose the task or a milestone you want to edit
- Click on this task or milestone
- Make necessary changes in the window that appears
- Click “Done“
Your task or milestone will automatically update and appear in the table within your project.
Alternatively, you can click on the Three-Dot icon next to the chosen task or milestone, and select “Edit“ from the dropdown list.
Insider Tips:
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To edit a project Task or Milestone, the user needs to be either a Team Lead or a Team Member