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Edit an Action

After creating an action, you may need to update its details—changing the assignment, adjusting the due date, or adding more information. This guide shows how to edit actions in Zeltask.

Before You Start​

  • You need appropriate permissions to edit actions
  • Some fields may be restricted based on the action's current status

Steps​

Step 1: Find the action​

  1. Click Actions in the left sidebar
  2. Use search or filters to locate the action you want to edit
  3. Click on the action card to open its detail view

[Screenshot: Actions list with an action card highlighted]

Step 2: Open edit mode​

  1. In the action detail view, click Edit
  2. The action form opens with current values populated

[Screenshot: Action detail view with Edit button highlighted]

Step 3: Update the fields​

Modify any fields that need to change:

  • Title or description
  • Category or type
  • Priority or estimated time
  • Dates (start date, due date)
  • Assignment (user or team)
  • Location or asset
  • Inventory, vendor, or attachments

[Screenshot: Edit action form with modified fields]

Step 4: Save your changes​

  1. Review the updated information
  2. Click Submit to save

[Screenshot: Edit form with Submit button highlighted]

The action is updated and any affected parties are notified of relevant changes.

Common Editing Scenarios​

Reassigning an action​

If the original assignee is unavailable:

  1. Open the action for editing
  2. Clear the current assignment
  3. Select a new user or team
  4. Submit the changes

[GIF: Click Assigned To dropdown and select a different user]

Extending the due date​

If more time is needed:

  1. Open the action for editing
  2. Click the Due Date field
  3. Select a new date
  4. Submit the changes

[GIF: Open date picker and select a later date]

Adding missing information​

If details were incomplete when the action was created:

  1. Open the action for editing
  2. Add the missing information (media, description, inventory)
  3. Submit the changes

Changing priority​

If urgency has changed:

  1. Open the action for editing
  2. Select a different Priority level
  3. Submit the changes

What You Cannot Edit​

Some aspects of an action may be restricted:

RestrictionReason
Completed actionsMaintains historical accuracy
Certain system fieldsAutomatically managed by Zeltask
Actions you didn't createDepends on your permission level

Editing vs. Updating Status​

  • Editing changes the action's details (title, description, assignment, etc.)
  • Updating status changes where the action is in its lifecycle (Open → In Progress → Done)

To update status, use the status controls in the action detail view rather than the edit form.

[Screenshot: Action detail view showing status dropdown]

Tips​

  • Add comments when editing to explain why changes were made
  • If an action needs significant changes, consider whether a new action would be clearer
  • Review the activity history to understand previous changes before editing