Editing a Task/Task Group in an Issue

Information

Tasks/Task Groups for an Issue can be viewed and/or modified from the following Issue detail screens:

  • Submit Issue
  • View Issue
  • Edit Issue
  • Close Issue
  • Edit Recurring Issue
  • Edit Quick Pick

When making changes to Tasks/Task Groups within a record, e.g. Issue, Recurring Issue or Quick Pick, you must also click Save or Update accordingly on the main record you are working in to retain the changes made to the Task or Task Group on the record.


 

View/Edit Individual Tasks

Steps:

  1. Open one of the Issue detail screens listed above.
  2. Scroll down to click on the name of the Task.
  3. To edit the task, click the Edit button.
  4. Once the necessary changes have been made, click Save.

 

View/Edit Tasks using Task Manager

Steps:

  1. Open one of the Issue detail screens listed above.
  2. Scroll down and click on Task Manager.
  3. Click the details link next to the Task you need to view.
  4. If you need to edit the details of the Task, click the edit link next to the Task.
  5. Once you have made the necessary changes, click Accept.
  6. You can repeat Steps 3-5 as needed for any other Tasks in this Issue that you need to edit.
  7. Once you finish editing Tasks for this Issue, click Save.

 

Adding a new Task

Steps:

  1. Open one of the Issue detail screens listed above.
  2. Scroll down and click on Task Manager.
  3. Click New Task.
  4. Select a pre-built Task from the Task dropdown menu or enter the name for a custom Task in the Or Enter Task field.
  5. Populate the remaining Task fields as needed.
  6. Click Accept.
  7. Repeat Steps 3-6 if additional Tasks need to be added.
  8. Click Save once you are done adding Tasks.

 

Adding a Task Group

Steps:

  1. Open one of the Issue detail screens listed above.
  2. Scroll down and click on Task Manager.
  3. Click Add Task Group.
  4. Select the Task Group that needs to be added from the Task Group dropdown menu.
  5. Adjust the Insert at Task Order if needed.
    • By default the Task Order will be set to add the Task Group after any existing Tasks on the Issue.
  6. Repeat Steps 3-5 if additional Task Groups need to be added.
  7. Click Save once you are done adding Task Groups.

 

Deleting a Task

Steps:

  1. Open one of the Issue detail screens listed above.
  2. Scroll down and click on Task Manager.
  3. Click del next to the Task that needs to be removed.
  4. CLick OK on the confirmation prompt.
  5. Repeat Steps 3-4 if additional Tasks need to be removed.
  6. Click Save once you are done removing Tasks.