Editing Tasks

To edit an item on the Task List,

  1. Select Workflow > Task Manager from the Main menu.
  2. Click the Edit link in the appropriate task line item. The Edit Task screen will appear.
  3. View or Edit the information as appropriate for the current task and user. Refer to Adding Tasks if necessary.
  4. NOTE – You cannot assign additional users when editing a task. Once a task is assigned, it belongs uniquely to the individuals to which it was assigned. Therefore, changes to a task will apply only to the user for which the changes were made. You can Reassign a task to one or more users, however.
  5. Click Save to commit any changes you may have made and return the Task List. Click Cancel to return to the Task List without saving any changes.

If you edit a task, once you return to the Workflow Manager screen, the option Mark as Unread will appear in the task line item. Click this option to set the task to bold face again and to distinguish it from others as needing attention.