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 when New Lists are Enabled
- Using the Home - My Tasks and Home - Delegated Tasks when New Lists are Not Enabled
- 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 when New Lists are Enabled
If you are using the Beta release of New Lists, and you have New Lists enabled, the My Tasks list displays as follows.
Use the Status column on the left-hand side to mark that a task is “Complete”.
To update any other fields in the Task, display the drawer and update the details in the drawer. Refer to Updating and Actioning Tasks from the Drawer.
Using the Home - My Tasks and Home - Delegated Tasks when New Lists are Not Enabled
Grouping and Ungrouping the Tasks
The My Tasks and Delegated Tasks have the option to group or ungroup tasks. Click the Group or Ungroup button as relevant.
You can click the Group button to group tasks by their Due Date of Past Due, due Today and Upcoming.
Click the group heading (Past Due, Today or Upcoming) to expand it and see the list of tasks in that group.
Updating Tasks from the List
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.
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.
