Note: If you make changes to a task, be sure to save before closing. If you change a subtask, be sure to save both the subtask and task before closing.
To edit a task or its subtasks, start in your Task List. Click the three-dot icon for the task and choose Edit task.
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You can also access tasks from a client’s details page, in the Open tasks tab.
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At the top of the task details page, if you hover over the task name, you can click the Edit icon to rename the task. Similarly, you can also change a task’s due date.
![](https://www.usepixie.com/hubfs/Knowledge%20Base%20Import/pixie-db183a95928d.intercom-attachments-7.comio333273165532b61e778c3e94daa27b12c_Fpx_yNslOLtjbj4Fgq2Yqt2g4GeFKO6qDso6lZ7hxMsTBN-eTAFL3Z2rZ9O7dyf-Jun-26-2023-10-37-42-9811-AM.png)
You can also choose a different client, or apply one or more task labels to indicate task status.
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Subtasks can be added from here as well.
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There are also tabs for adding client tasks, emails, files, and notes.
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At the top right are icons to mark the task as complete, email the client, snooze the task, and reassign the task. The three-dot icon opens a menu with options to save the task as a template, apply an existing task template, or make a one-time task recur. If the task is already recurring, you’ll have an option to change its schedule.
![](https://www.usepixie.com/hubfs/Knowledge%20Base%20Import/pixie-db183a95928d.intercom-attachments-7.comio333273179996ada23b308185b3f3e00bcJ55Vp4oWtitrObYsrQhdlLNBW9qJmeU0AlOmxOdVaoqGNuk30T6ZFTYtlkMp6YTv-Jun-26-2023-10-37-44-5164-AM.png)
To make changes to subtasks, click the three-dot icon, and choose Advanced task editor.
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Clicking on a subtask opens its editing window, where you can change subtask type or content, or remove the subtask. New subtasks can be added here as well.
![](https://www.usepixie.com/hubfs/Knowledge%20Base%20Import/pixie-db183a95928d.intercom-attachments-7.comio3332731919ec6b10966237365bf7b9822urbEN6B0t1Q0rERLrQNm-ZODdMwC8cjdAfPI-M7GkVsvM3lK-13dl8jUd1_POWax-Jun-26-2023-10-37-45-2560-AM.png)
You can also reorder subtasks, by dragging and dropping a subtask by its three-line icon.
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As mentioned at the top of this article, for any changes you make, be sure to save the task or both the subtask and task, before closing.
See also: