Edit a Task

You can edit information on the Workflow panel or page for individual tasks or multiple tasks.

PREREQUISITES:

  • To see tasks, users must have the View permission selected under Case Admin > Business Case in Admin. See Security Roles in the Admin 3.8 Guide for more information.

Individual tasks can be edited.

  1. Open a case.
  2. Tap Edit Task to the right of the task. Depending on the task chosen, different fields may appear.

The Edit Task panel opens. From here you can 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.

  1. Tap any of the fields and edit the 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, tap Save.

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

Some fields can be edited on multiple tasks at one time using the Workflow panel of the case summary page.

  1. Open a case.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select multiple tasks in the Workflow panel.
  1. Tap the Workflow sub menu.
  2. Tap Edit.

The Multi Task Edit panel opens.

  1. Use the Assigned To drop-down list to select the employee assigned to the tasks.
  2. Use the calendar icon in Actual Start Date to select the date the tasks begins.
  3. Use the calendar icon in Actual End Date to select the date the tasks are completed.
  4. Tap Save.