Editing a collaboration note or task

You can edit the text of collaboration notes and tasks, and you can remove attachments from collaboration notes.

In the Project Explorer, select a study object (study design, study element, study event, form, section, item, codelist, codelist item, mapping, data set, or data series).
In the Tasks Browser, select a task.
On the toolbar, click Edit, or double-click the task.
The Task Editor dialog box appears.
Edit the task as necessary, and click OK.

In the Project Explorer, select a study object (study design, study element, study event, form, section, item, codelist, codelist item, mapping, data set, or data series).
In the Collaboration Notes Browser, select the collaboration note that you want to edit.
On the toolbar, click Edit, or double-click the collaboration note.
The Collaboration Note Editor dialog box appears.
Edit the collaboration note as necessary, and click OK.

In the Project Explorer, select a study object (study design, study element, study event, form, section, item, codelist, codelist item, mapping, data set, or data series).
In the Collaboration Notes Browser, select a collaboration note, and click Edit.
The Collaboration Note Editor dialog box appears.
Click the Attachments button (a paperclip icon).
The Attachment dialog box appears.
Select the file that you want to remove, and click Remove.
Click OK.


Option	Description
Fields
Study	(READ-ONLY.) Study with the study object to which the collaboration note is attached.
Object Name	(READ-ONLY.) Study object to which the collaboration note is attached.
Object Type	(READ-ONLY.) Type of study object to which you are attaching the collaboration note, such as a form or study event.
Note Type	(REQUIRED.) Type of the collaboration note. An administrator defines collaboration note types in the Central Designer Administrator application.
Author	(READ-ONLY.) User who created the collaboration note.
Instructions text field	Text for the collaboration note.
Note: Use the buttons on the toolbar to add an attachment and format the text.

The second tab that appears in the Task Editor dialog box depends on the type of task that is selected. For standard tasks, the dialog box has an Instructions tab, and for translation tasks, the dialog box has an Assignment tab.


Option	Description
Top toolbar
Accept, Complete, Close, Reopen, Unaccept	Accept, complete, close, reopen, and unaccept a task.
Top section
Study	(READ-ONLY) Study with the study object to which the task is attached.
Object Name	(READ-ONLY) Study object to which the task is attached.
Object Type	(READ-ONLY) Type of study object on which the task was created.
Created	(READ-ONLY) Date and time the task was created.
Requested By	(READ-ONLY) User who created the task.
Status	(READ-ONLY) Status of the task (Open, Accepted, Completed, or Closed).
Task Type	(REQUIRED.) Type of the task. An administrator defines task types in the Central Designer Administrator application.
Priority	(REQUIRED.) Priority of the task. Options are Critical, High, Medium, and Low.
Due	(REQUIRED.) Deadline for when the task must be completed. Default value —Current date and time.
Owner	(READ-ONLY) Person or team to which the task is assigned.
Completed By	(READ-ONLY) User who completed the task.
Completed Date	(READ-ONLY) Date and time the task was completed.
Instructions tab (Appears for standard tasks only)
Instructions text field	Text for the task.
Assignment tab (Appears for translation tasks only)
[List of roles]	List of roles to which the task can be assigned. If an administrator specified a default role to which the task type is assigned, the role is selected.
Note: Use the buttons on the toolbar to add an attachment and format the text.