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Edit or update a task

Change a task's details, reassign it to a colleague, or move it through its statuses.

Note: Editing tasks needs Wellbeing write access (pastoral / student-support staff, leaders). Classroom teachers with read-only access don't see the task edit controls.

  1. Open the task

    On the case detail page, open the task's ⋮ (options) menu in the Tasks list and choose Edit. Or from Track my notes → Open tasks, expand the task's row and click Edit task.

    A task's options menu open in the Tasks tile, showing the Open, Completed, Cancelled, and Edit actions

  2. Change the details

    In Edit task, update the Title, the Assignee, the Status (Open, Completed, or Cancelled), or the Notes. To hand the task to a different colleague, change the Assignee — the task moves to their Open tasks list.

    The Edit task panel showing the Title, Assignee, Status, and Notes fields

  3. Save

    Click Save — it stays disabled until you've changed something and every required field is filled. A success toast confirms the update.

  4. Delete a task (optional)

    To remove a task, use Delete task and confirm in the prompt.

    Note: Deleting a task is permanent — the confirmation warns that "This action cannot be undone."