Edit a Workflow Task

  1. Access the Workflow Template list.
  2. Click the template name in which the task is to be edited.
  3. Click the task name in the Task Assignment section.
  4. Click Edit.
  5. Make the appropriate edits.
  6. Click Save.

See Also

Workflow Templates

View Workflow Templates

Create a Workflow Template

Add a Task to a Workflow Template

Edit the Workflow Template

Re-order Workflow Task Steps

Delete a Workflow Task

Delete a Workflow Template

Push Workflow Tasks to Objects & Projects via Spreadsheet Upload