Inline Editing
- Anna Ciepłota
- Magdalena Żaczek
Introduction
Inline editing allows you to quickly update your tasks on the same page instead of jumping between several edit pages. Once you edit a particular field, a change will be instantly reflected in monday.
Depending on the module structure, inline changes can be made in various areas, as presented in the table.
Area / Module | Inline editing is available for | Example |
|---|---|---|
Overview | Column views (Hierarchy mode & Timeline mode) | 
|
Gantt | Column views | 
|
Gantt chart (task details dialog) |
| |
Data → Group tasks |
| |
Resources | Task details dialog (Task details) |
|
Workload details → Workload contouring |
| |
Teams | Team member details |
|
Calendar | Calendar view / Dashboard |
|
Upcoming tasks |
| |
Show all tasks > Task list |
|
Editable fields
You can edit inline:
fields that are synchronized with monday
BigPicture built-in fields (that can't be synchronized with monday), such as "Color"
The following table presents a list of field types that can be edited inline.
Field type | Example |
|---|---|
Text | "Item name" |
Number | "Story Points" |
"Actual Cost" | |
Date | Built-in fields, e.g., "End Date", "Start Date" |
Labels | "Labels" type fields |
User data | "Assignee" |
Estimation data | "Original Estimate" |
"Remaining Estimate" | |
Status | "Status" |
Milestone | Milestone |
BigPicture built-in fields | "Color" |
"Duration Working Days" |
"Duration Working Days" can be edited when the "Scheduling Mode" field is set to "Manual" or "Auto top-down". Modifying the value will result in adjusting the "Start Date" and "End Date" fields to new duration in working days. The value cannot be set to "0". BigPicture will revert such a change to the previous value.
Non-editable fields
There is a group of fields that cannot be edited inline, e.g., the "Icon" field.
Limitations
Inline editing is possible for fields that can be edited and are not blocked by other settings or factors. As an example, if the "Scheduling Mode" is set to "Locked", you will not be able to edit the "Start Date" and "End Date" fields.