Edit Assigned Task Attributes

Users have the ability to edit the task attributes of the object associated with a task. The forms displayed and the editable fields vary based on the object as well as if the task function is general, evaluation or review.

  1. Expand the Favorites & Action Items tab in the left navigation pane.
  2. Expand Action Items.
  3. Expand the Category and click the sub-category to view the list of tasks.

    Edit Action Items

  4. Click Edit next to the name of the task you wish to edit.

    Note: Click Edit All to place all listed tasks in edit mode.

  5. Update the information using the available text boxes and drop-down lists.
  6. Click icon- Save.

See Also

Action Items

View the Action Items List

View Task Details

View Related Tasks

Update Tasks Individually or in Mass