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TSC - Task issuing & editing

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Written by Alan Baldwin
Updated over 6 months ago

Administrators and Standard users are able to view, edit and issue existing tasks lists their organisation has created. To view your task lists:

1. Click on Tasks in the menu:

2. This will automatically show all of your tasks. Use the Active, Expiring, Expired and Completed filters to find the tasks you are looking for:

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3. You can also use the filters to quickly find the task lists you want to view:

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To edit the details of a task list and add additional tasks to a list:

Click Edit, amend details as required and click Save & Issue Tasks or Save task list to finish:

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To remove tasks from a task list:

Click Show next to the task list you are completing to expand all on the tasks you need to complete:

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Click Edit:

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Click Remove on the task you wish to remove:

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Click on Delete Task in the Actions menu on the right of the page if you need to delete the task and all attached tasks in the list.

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Click Save task list to finish:

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To issue a previously saved task list to an organisation:

If you have already saved and issued the tasks but need to re-issue them, in the Tasks screen, click Reissue Tasks next to the task list name:

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