<<< Previous Video | Back to Table of Contents | Next Video >>>
How to Edit a Task
To edit a task, just click on it (from your tasks page or the process page itself).
When you click on the task, the edit window will appear:
From here, you can reassign the task, change the description or task type, change the due date/time, or set a reminder. For email tasks, you can also set them to go out automatically or turn off the automation and change them to a manual task.
Hit save and your task will be edited!
Note that editing a task on your tasks page or on a process will not affect the process template itself. Touch base with an admin on your account to make permanent changes to the process.