Edit a Task

Once a result has been selected for a task, you can only edit Attachments and Comments. You can edit a task from the Workflow panel on the summary page. Complete one of the following options:

  1. Select the record(s) and click Edit record on the Workflow panel.

The Edit Task panel opens.

NOTE: If you selected more than one task, you can switch between the tasks by selecting the one you want to view on the left-hand side of the panel, or by using the arrows at the bottom of the panel.

NOTE: When editing tasks with a result code already selected, there is no save icon and you can only edit Attachments and Comments.

From here you can select a Result Code, Task Complete Date, and Task Complete By to complete the task. See Complete a Task for more information. You can also manage attachments, comments, corrections, and time accounting associated to the task. See Attachments, Comments, Corrections, and Time Accounting for more information.

IMPORTANT: The Task Complete Date must be later than the Task Available Date. If a task was physically completed at an earlier date, tasks can be backdated using the Actual Start Date and Actual End Date fields.

  1. Once you have made your edits, click Save.

See Task Panel Fields for an explanation of the Edit Task panel fields.

  1. Right-click a task on the Workflow panel.
  2. From the menu that appears, click Edit.

The Edit Task panel opens.

NOTE: If you selected more than one task, you can switch between the tasks by selecting the one you want to view on the left-hand side of the panel, or by using the arrows at the bottom of the panel.

NOTE: When editing tasks with a result code already selected, there is no save icon and you can only edit Attachments and Comments.

From here you can select a Result Code, Task Complete Date, and Task Complete By to complete the task. See Complete a Task for more information. You can also add and remove attachments, comments, and time accounting associated to the task. See the Attachments, Comments, and Time Accounting sections for more information.

IMPORTANT: The Task Complete Date must be later than the Task Available Date. If a task was physically completed at an earlier date, tasks can be backdated using the Actual Start Date and Actual End Date fields.

  1. Once you have made your edits, click Save.

For an explanation of the Workflow panel fields, see Task Panel Fields.