There are several ways in which you can update Tasks.
This article contains the following sections:
- Using the 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
Using the Home - My Tasks and Home - Delegated Tasks
The My Tasks list displays as follows.
You can search, add columns and apply filters to the Tasks. You can also display the Tasks in the Tasks Board. Refer to the following:
Searching for Tasks
Sorting and Filtering Tasks Lists
Adding/Removing/Moving Columns in the Tasks Lists
Using the Tasks Board
On the Home - My Tasks and Home - Delegated Tasks you can click the Status column on the left-hand side to mark that a task is “Complete”.
To update other details, and to set a Task as "Complete" from other lists, display the drawer and update the details in the drawer. Refer to Updating and Actioning Tasks from the Drawer.
Updating Tasks with the Drawer
You can make changes to Tasks with the drawer. Refer to Updating and Actioning Tasks from the Drawer.
Updating Multiple Tasks in a List
In the Tasks lists, 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.
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.
Note: Deleted tasks cannot be restored, and will need to be recreated. Once deleted, the Task will not be displayed in the Task list or Search Results.