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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.

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