1. User's Guide
  2. Basic Financial Management Procedures
  3. Using Financial Management
  4. Managing Task Lists
  5. Editing Task Lists

Editing Task Lists

You can add, reorder, and remove items from a task list.

Note:

Removing items from a task list only removes them from the task list that you selected. It does not delete items from the system.

To edit a task list:

  1. From Document Manager, open a task list and click Edit.
  2. Add or remove items:
    1. To add items, click Add, and select items.
    2. To remove items, select items and click Delete or Delete All.
  3. Optional: To reorder items, highlight the item to move, and click the Move Task List Item arrows to move the item up, down, to the top, or to the bottom.
  4. When you finish editing items, click Save.