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CA Cloud Desk

How to Edit a Task in CA Cloud Desk

Update task details, modify assignments, change deadlines, and update task status. You can edit tasks in bulk or open a single task in edit mode, then click Update task to save your changes.

Path

Left PanelTaskTask Dashboard / Table ViewEdit
Two ways to edit tasks

Method A — Bulk Edit Multiple Tasks: Click View All from the Task Dashboard → select tasks using checkboxes → click the Edit icon → enter password and click Confirm.

Method B — Edit a Single Task: Open the Task Dashboard or Table View → click the specific task → click the Edit option to open the task in edit mode.

Getting Started

Follow these steps before editing a task.

Step 1

  • Log in to CA Cloud Desk
  • From the left navigation menu, select Task
  • Click on Tasks
  • Click the Settings icon

Step 2

  • Open the task for editing using Method A (bulk) or Method B (single task)
  • Update fields in the Edit task form
  • Click Update task to save changes
Step 1: Select Task from the left panel

From the CA Cloud Desk left navigation menu, select Task to begin the process.

Dashboard with Task highlighted in the left navigation panel
Dashboard — select Task from the left panel (Step 1).

Method A — Bulk Edit Multiple Tasks

Use this method when you need to edit more than one task at the same time.

Bulk edit steps

  • Click View All from the Task Dashboard
  • Select the tasks you want to edit using the checkboxes
  • Click the Edit icon
  • Enter the required password and click Confirm to proceed with editing
1. Click View All from the Task Dashboard
Task Dashboard with View All link highlighted
Task Dashboard — click View All (Method A, Step 1).
2. Select tasks and click the Edit icon
Task table with Edit icon highlighted
Table View — select tasks and click the Edit icon (Method A, Step 2).
3. Enter password and click Confirm
Enter Password dialog with Confirm button
Enter your password and click Confirm (Method A, Step 3).

Method B — Edit a Single Task

Use this method when you need to edit one specific task.

Single task edit steps

  • Open the Task Dashboard or Table View
  • Click on the specific task you want to modify
  • Click the Edit option to open the task in edit mode
1. Open the Task Dashboard or Table View
Task Dashboard with View All option
Open Task Dashboard or Table View (Method B, Step 1).
2. Open the task and click Edit
Task detail view with Edit icon highlighted
Open the task, then click the Edit icon (Method B, Steps 2–3).

Update Task

In the Edit task form, update the required fields and click Update task to save your changes.

Editable fields in the form

  • Service and Subservice
  • Task title, Target date, Due date, Period from / to
  • Reviewer, Assignee, Consultant, Clients, Followers
  • Priority, Branch, When this Task occurs
  • Stages (assignee and weightage), Status
  • Details, Subtasks, and Attachments
Task updated successfully

After making all required updates, click Update task at the bottom of the form. Your changes will be applied to the selected task or tasks.

Edit task form with fields and Update task button
Edit task form — update fields and click Update task to save.

Edit Task Guide PDF

Scroll to read each page below, or use Download PDF above.