Content Editing allows you to add and alter the sequences of operations already in your library, to make them as well-suited as possible to the work you do.
Go to a Category's sequence of operations whilst in the Content (or Risk Register) section of your account. (For guidance on how to navigate the Content Page please see: How to manage your contact library)
From the Sequence of Operations Tab you can make these changes:
Reorder the Tasks or the Sub-tasks within a task
Edit the text of the Tasks and Sub-tasks
Delete specific Tasks or Sub-tasks from your Content Library
Reordering Tasks/Sub-tasks:
This can be done in the same way as when you are creating a Project
Simply hover your cursor over the space just to the left of the Task or sub-task to reveal 8 stacked dots
Click and drag on these 8 dots to move the text to the position you want it
*Please note* - You cannot move Sub-tasks outside of the Task it is already under.
If you wish to move a Sub-task to another Task, you will have to delete it and create a new Sub-task under your preferred Task.
Editing Tasks/Sub-tasks:
To edit the title of a Task:
Hover over the text with your cursor so that a dotted line appears beneath the text
Then click on the text itself to reveal a textbox
Edit the text in the textbox
Click on 'Update'
To edit the content in a Sub-Task
Expand the relevant Task - click on the ^ or any white area on that row
Find the task you want to edit
Hover over the text with your cursor so that a dotted line appears beneath the text
Then click on the text itself to reveal a textbox
Edit the content and click on 'Update'
Delete specific Tasks or Sub-tasks from your Content Library:
You can delete a Task or Sub-task from your Content Library by simply clicking on the dustbin icon on the right-hand side