How to edit/reassign/complete a task?

You can Edit a Task by first searching for it and then Edit the Task in the Member Contact screen or in the Standalone maintenance screen.

To Edit a Task;

• Click on the Task.
• Click on the Edit Task button.
• The task may now be edited.
• Click on the Update button.
• Then click on the Return To Task List button.

Tasks can be:

• Completed
• Reassigned

To Reassign a Task;

• Click on the Task.
• Click on the Reassign button.
• Optionally record a Resolution to the original status of the Task
• Put in a description for the new status of the Task
• Complete the Assign fields in the same way as for setting a New Task

• Click on the Complete button.

Tasks are not able to be deleted – they remain as completed entries for future reference.

The table below shows the significance of icons shown for certain Tasks.

Icon		Description
Yellow Star		This signifies open or outstanding tasks
Red Spot – with Exclamation		This denotes overdue task that need attention
Green Tick		This means the task has been completed.

To Complete a Task;

• Click on the Task.
• Click on the Mark As Complete button.
• A text box comes up – a resolution may be added.
• Click the Complete button.
• Click the Cancel button if you don’t want to complete the Task.