Update task details or move tasks

How to edit a task's settings and metadata from the task modal.

When you open a task in Wonderly, the task modal gives you direct access to everything tied to that task — its location, assignee, dates, duration, CRM links, and any custom fields your team uses. Keeping these details accurate helps your team stay aligned and ensures tasks show up in the right place across your projects.

Update task details

1. Open the task you want to edit.

2. Edit the task's parameters on the right-hand sidebar.

Expected outcome: The task is updated immediately and will reflect your changes.

FAQ

Can I edit multiple tasks at once? Yes, you can bulk edit tasks from the Table view in your workspace by clicking the checkmark button next to each task name to select the tasks you want to edit.

What's the difference between Duration and Deadline? Duration is the amount of time needed to complete the task, for example, 30 minutes. Deadline is the latest date and time by which the task must be completed, for example, by August 3rd.

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Move a task between milestones

How to reassign a task to a different milestone from within a project.

Milestones help you organize tasks into phases or stages within a project. If a task needs to shift to a different milestone, you can update it in a few clicks directly from the task modal.

Move a task between milestones

1. Click Projects in the left panel.

2. Open the project where the task lives.

3. Click the task you want to move.

4. In the task modal, click the Milestone field and select the milestone you want the task to live under.

5. Changes are automatically saved.

Expected outcome: The task appears under the milestone.

FAQ

Can I move multiple tasks at once? Yes, tasks can be bulked moved between milestones. Check Bulk manage tasks for instructions.

What if the milestone I need doesn't exist yet? You can create a new milestone from the project modal using the '+ Milestone' button.

Can I reorder tasks within a milestone? No, tasks will appear in order based on their deadline.

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Bulk manage tasks

When you're juggling tasks across multiple projects, updating them one by one takes time you don't have. Bulk manage lets you select any number of tasks and apply changes to all of them in a single action — reassigning work, shifting deadlines, updating statuses, and more.

Select and update tasks in bulk

When to use: Any time you need to apply the same change across multiple tasks at once, whether you're redistributing work, rescheduling a batch of deadlines, or closing out a set of completed items.

1. Go to the Projects tab.

2. Click on the workspace where your tasks live.

3. Click on the Table tab.

4. Hover over the tasks you want to manage and click on the checkbox next to each task name.

5. In the action bar that appears at the bottom of the screen, choose the update you want to apply.

6. Click Save.

Expected outcome: The selected tasks are updated instantly across your projects.

FAQ

Does bulk manage work across different projects, or only within one project at a time? You select and can edit multiple tasks from different projects at the same time, but all the tasks will have the same settings, and you cannot apply task settings per project.

Is there a limit to the number of tasks I can update at once? No, you can select all the tasks you need to edit at the same time.

Can I undo bulk changes? Changes can be modified, but there is no undo option, so all reversions must be done manually.