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:
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Open the project where you want to edit a task
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Stay in the “Task & Team“ tab
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Navigate to the Project Tasks section
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Choose the task or a milestone you want to edit
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Click on this task or milestone
A new window will pop up.
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Click “Edit“ in the top right corner
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Make necessary changes
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Click “Done“
Your task or milestone will automatically update and appear in the table within your project.
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