Updating Active Tasks
Updating Active Tasks
Edit an active task when its details, due date, reminder schedule, priority, or assignee need to change.
1. Open My Tasks
From the left navigation menu, click My Tasks. The My Tasks view displays your open tasks.
2. Find the task
Use Search tasks or the sorting controls to locate the task you want to update.
3. Open Task Details
Click the pencil button on the right side of the task card. The Task Details window opens.
4. Update the task
Change the Task Subject, Due Date, Reminder Time, Reminder Schedule, Task Priority, assigned user, or Task
Details as needed.
5. Save the changes
Review the updated information and click Update Task.
6. Complete a finished task
When the work is finished, click Complete on the task card. Completed tasks move out of My Tasks and remain available from the Completed tab.
How to make changes to an Active Task
1. To make changes to an active task, click on the task subject.
2. A drop-down window will popup where you can then make the changes to the task.
3. To save the changes to the task, click on “Update Task”.
For more informative articles and helpful resources, we encourage you to visit our support page. Our support page is a comprehensive hub of knowledge where you can find detailed guides, FAQs, troubleshooting tips, and other valuable information to assist you in getting the most out of our software.