There are several ways in which you can update Tasks.
This article contains the following sections:
- Updating Tasks from your Home - My Tasks and Home - Delegated Tasks
- Updating Tasks with the Drawer
- Updating Multiple Tasks in a List
- Updating a Task from the Process History Checklist
- Deleting Tasks
Updating Tasks from your Home - My Tasks and Home - Delegated Tasks
From your Home - My Tasks or from Home - Delegated Tasks, you can update the Status, Due Date or Subject of a Task directly from these lists.
Video Walkthrough
For a video walkthrough that includes this feature, refer to Managing Tasks Tutorial (6 min).
You can use the Group button to group tasks by Past Due, due Today and Upcoming. Or, click Ungroup to display the Tasks in descending Due Date.
Tasks Use the Status column on the left-hand side to mark that a task is “Complete”.
Click the Due Date field and select from the drop-down list to "Mark for Today" or move the Due Date forward a selected number of days.
To update the Subject, click the Subject field and enter or change the text.
Updating Tasks with the Drawer
You can make changes to Tasks with the drawer. Refer to Updating and Actioning Tasks from the Drawer.
To display the drawer:
- From your Home - My Tasks or Delegated Tasks, click on the Client or Delegator.
- From the Tasks list, click to highlight the task in the list.
Updating Multiple Tasks in a List
In the Tasks list, you can also select multiple tasks and use Bulk Update to change the details and/or the Status for more than one selected task at a time. Refer to Tasks Bulk Update.
Updating a Task from the Process History Checklist
When a Task has been created from a Process, if it has been set as a blocking Task and needs to be "Completed" before the Process will continue, it can be updated from the Client Process History Checklist, or if relevant from the Job Process History Checklist. Refer to Completing a Task from the Process History Checklist in Client Process History Checklist.
Note: If the Status of the blocking Task is set to "Rejected" the Process will stop.
Deleting Tasks
If you are the creator of the Task or an FYI Admin, you can delete a task. Select one or more Tasks in a Tasks list and click Delete. To delete a single Task, you can also right-click and select Delete from the pop-up menu.
