Editing, In-Place

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Editing, In-Place

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In-Place Editing is a feature that allows you to edit the field directly on the Main Workspace View. It's the fastest way to edit fields without opening the details of a record.

 

To edit records using In-Place Editing, follow the steps below

 

Highlight a record in the Main Workspace View

Click in the field -any field i.e., title, date, who, status etc.. you will notice the field becomes available to edit

Make your changes and click off the field

 

inplaceedit

 

In-place editing is available in the views listed below.

 

Events

Todos

Progress Updates

People & Meetings (resources)

TimeCards

Feedback

Recognition