User Guide

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Editing a Task

As you work with tasks, you might decide that some task properties need to be changed. For example, if changes are made to the record of an important client, you might want to increase the priority of the review task. Or, if you plan to be away and want to finish a set of tasks before you leave, you can change the due dates for the tasks to represent a date before your planned absence.

Click

Task Manager

The task panel contains a list of tasks.

In the task panel, select the task you want to edit.

In the review panel, click

Task Details

The following image shows the

Task Details

dialog box:

Edit one or more of the following fields to change the task properties:

Field	Description
Task Title	Enter a title that is more meaningful to you. A good title includes at least the name of the record and the change that initiated the review.
Priority	Select a priority that reflects the urgency within the business to resolve this change.
Due Date	Select a due date that reflects the urgency within the business to resolve the change.
Assignee	Reassign this task to someone else.
File Attachment	Attach files to provide additional information about the task. Attachments appear in the Task Details dialog box. The File Attachment field is available only if the task supports attachments.
Add Comment	Add comments to explain edits to the task properties and to track questions and answers about the task. Comments appear in the Comments tab.
Assign Back to Pool	Return the task to the pool of unassigned tasks so that other users can claim the task. The Assign Back to Pool button is available only if the task belongs to another user.