The Planning Edge

Single Record Edits

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Within the Grid you can make simple edits to the key fields displayed in the grid.

You can do this be hovering over the field you want to edit, where you will see the pencil icon appear, then click.

NOTE: Certain fields will not be editable such as Created Date.

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You will now be able to edit the field eg. Priority from Medium to High. You can edit multiple fields at once but we would recommend only making minor changes. For major changes click into the record itself.

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Once you've make an edit and click out of the field you'll see the edited field turns yellow and you will be able to save your changes by clicking 'Save' at the bottom right of the grid.

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The Grid will automatically refresh and the field will now be updated.

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