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Update a task constraint from the Do tab

Change the status, due date or assignee of a constraint's steps from the Do tab.

You can update the status of a constraint (work that must be cleared before a task can be done, such as getting site access) from the Do tab. You do this on each of its steps. 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.

  1. Click the drop-down arrow on the right of the constraint bar, or click anywhere on the bar. The constraint's steps open.
  2. Hover over a step. The Edit (pencil) button appears on the far right.
  3. Click Edit.
  4. Change the step's status, due date or assignee.
  5. Click the Tick to save.

Constraint opened in the Do tab, showing its steps

Step in edit mode with status, due date and assignee

Last updated 2023-07-10. Part of Do List in the Lean PlanDo manual. Lean PlanDo by Lean Station.