In this lesson, you will review how to edit a To-Do item on an existing plan. For more information on creating a To-Do Item, see the guide Plans: Adding To Do Item.
Where to Start
On the Left Navigation, please click on "Plans".
Note: If you are an administrator, please select your Plan Category on the Plans page first.
Please select your Plan by clicking on its name.
On your plan's To Do List page, click on the gear icon for the To-Do Item you wish to edit. This will bring up a pop-up, please select "Edit To Do Items".
On the To-Do Item pop-up, please make any necessary changes to the Description, Type, Owner, Due Date, Form, Tags or the checkboxes. Once that is done click "OK" to save changes.
To learn more about Plans, see the lessons in Insights, Plans.