User Guide

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Editing Tasks

You can edit the details of tasks. For example, if changes are made to the record of an important client, you might want to increase the priority of tasks related to the client. 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.

Click

Task Manager

The task panel contains a list of tasks.

To edit your assigned tasks, select

My Assigned Tasks

The task panel lists your assigned tasks.

To edit all available tasks, select

All Available Tasks

The task panel lists all available tasks.

Optionally, to find tasks to manage, use custom filters or search.

Click the

Filters

icon, and then add filters.

In the search box, enter a search term, and then click the search icon.

From the

Selected

list, select

Edit

The

Edit

dialog box appears.

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

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. Only potential owners shared by all the selected tasks appear. For more information, see Potential Owners .
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.

Click

Save

The task panel updates. You can view the edited task details in the

Task Details

dialog box for each task. Based on your changes, some tasks might not appear in the task panel.

Rename Saved Search

Table of Contents

User Guide

User Guide

Editing Tasks

Editing Tasks