Editing Tasks

Use the Edit Task dialog box to modify the type of task, its instructions, the due date and alert date, and e-mail reminder messages.

  To edit tasks:

  1. Open the Manage Task Lists page.

    See Managing Task Lists.

  2. Select a task list, and click Edit.

  3. Select a task, and click Edit.

  4. In Edit Task:

    • Modify the task name.

    • Select another task type:

      • URL Task: Opens a specified URL

      • Web Data Form: Opens a data form

      • Business Rule: Launches a specified business rule

      • Manage Approvals: Starts the review process with a specified scenario and version

      • Descriptive: Describes an action that users must take

  5. For Instructions, modify instructions for completing the task.

  6. Optional: To enter a due date for the task, select Due Date, and enter the date and time by which users must complete this task.

  7. Optional: To send e-mail messages if tasks are not completed by the due date, select Due Date.

    1. Select Repeat Every and enter a value.

    2. Select the frequency for e-mail reminders.

  8. Optional: To send e-mail messages after the alert date and until the due date, select Alert:

    1. Select the month, day, year, time, and AM or PM.

    2. Select Repeat Every and enter a value.

    3. Select the frequency for e-mail reminders.

  9. Optional: To make completion of this task depend on completing a primary task, select Dependency.

  10. Optional: To edit task properties, click Property. See Setting Task Properties.

  11. Click Save.

  12. Click Close.