Increase your productivity with MarketingPilot’s new editable Task grid. With a single click, the default Task layout within a Job toggles to a grid that enables you to update multiple tasks at one time. This feature is handy when shifting Task dates for an existing project as well as initially setting up a Job’s Task time line.
Accessing the Editable Task Grid
The Editable Task Grid is available within a Job.
From the desired Job, with the Tasks tab displayed, click the “Edit Mode” icon (it looks like a pencil).
The default Tasks screen toggles to the Editable Grid. By default, a minimum of seven rows are displayed. Each row is one Task. To add additional rows in “Edit Mode,” click the “New” icon.
Update as desired, and click “Save.”
Editing: The Details
The following fields can be updated in Edit Mode:
- Task Priority
- Task Status
- Assigned To
- Task Name
- Start Date and Time
- Due Date and Time
- Next Task (used to link Tasks)
- Estimated Hours (used with Time slips)
Updating other Task fields
If you need to update additional fields within a Task, simply click the clipboard icon to the left of the Task.
Task status: Cancelled or Completed
Due to the processing that takes place when a task changes to either Cancelled or Completed, these statuses are not an options in the Editable Grid view. To change a Task’s status to “Cancelled” or “Completed:”
- Click the Task’s clipboard icon (the Task opens).
- Change the status.
- Click “Submit” to return to the Task grid.
Note: Alternatively, to mark a Task “Complete,” check the box to the left of the Task and click the Check mark icon in the icon row.)
Returning to “Default Mode”:
To return to the Default Mode, click the clipboard icon in the Icon row. The icon toggles to the Pencil icon.
Good to Know:
- The Editable Task Grid is available in MarketingPilot Release 9.5 and higher.