Edit Task

  1. On the Pending Approval tab, click on the task to be reviewed. The flyout with the task's details and activity is displayed.

  2. When you have reviewed the task, your decision is that the task needs some modifications before it can be approved. Click .

  3. The Edit Task screen is displayed.

  4. The Task Type field and the Schedule field cannot be modified.

    5. The Date and Time fields for a Scheduled task can be modified, if needed.

    The Recurrence Rules fields for a Recurring Task template can be modified, if needed.

    The Priority field can be modified, if needed.

  5. Click Next.
  6. In the Task Details, Waypoints and Other Information screens, the fields can be modified as required. Click Next to proceed from one screen to the next until you are on the Other Information screen where you click Submit Task.

The changes made are saved and the task is automatically approved and added to the Unassigned Task tab on the Task List page.

A confirmation message is displayed at the top of the screen.

The Task Activity records the name of the person who modified the task and the time stamp.

Note: If it is a Recurring Task Template, it will be added to the Recurring Task List page.

Note: Recurring Task templates do not display Task Activity tab.