Manage steps under a task constraint

Edit the steps of a task constraint to change their status, due date or assignee. A step is one part of a constraint; a step not done shows as an empty circle with a grey outline, a done step as a filled green circle. Steps are the actual prerequisite work needed to complete the constraint before the task starts.

• The last step's due date is the task constraint's due date.
• Each step has three parts: status, due date and the company or user assigned to it.

Edit a step

1. Double-click the constraint (the circle in line with its task).
2. Hover over the step you want to edit and click Edit step (pencil icon).
3. To change the assignee, select the Assignee circle and select the new assignee.
4. To change the due date, click the calendar in the Expected Due Date box and select the date.
5. To set the status, click the Circle beside the step.

Steps under activity constraints work the same way. See Manage steps under an activity constraint.