CMS - How To: Edit a Task

Created by Mienette van Heerden, Modified on Thu, 15 Aug, 2024 at 9:50 AM by Mienette van Heerden

1. Edit Task Option

Navigation: Global Overview > Manage > Tasks

By clicking on the task in any of the filter tabs it will open the Task Card pop-up. If there are any amendments to a task such as the title, due date, and assignee without wanting to add details it can be updated here.

When editing a recurring task, by default it will only edit that task card selected in the recurring series. If the same amendment applies to all future tasks in the recurring series, simply toggle the box to apply the amendments to future recurring tasks.

Edits only apply to the current task and all future tasks within the recurring series, there will be no changes applied to any tasks that predate the day of the amendment. Any edits made to a recurring task series will display on all future task feedback logs too.

Note: The due date of a task cannot be set to a date earlier than the due date of any preceding task in the series.

2. Add Details Option

If no details were added with the initial adding of the task and/or if there are amendments to the Task details to be made it will be done under this option.

Area: Common Property, Unit, or both
Task Category: Nature of the Task
Task Type: Provide more detail of the nature of the job
Contact: Normally the person who reported the job
Task Description: This is to provide more details when trustees log in to view tasks created

Important: You are not able to remove or replace an attachment loaded on a Task. There is no undo function. Please ensure that you upload the correct documentation otherwise you will need to create a new task.

3. Manage Suppliers Option

If no supplier details were added with the initial adding of the task and/or if there are amendments to the supplier selected it will be done under this option.

On this page under the supplier heading is where the supplier or multiple suppliers can be selected for the Task. The supplier email message is a mandatory field and all suppliers selected will receive the same email.

Note: If there is no supplier email under the supplier profile this supplier email function will not work. Please ensure that your supplier profiles are complete with all the needed information.

4. Deleting Tasks

Tasks can now be deleted, this is a permission-based function. Click on the task card and on the pop-up there will be a red trash can. This is the option to delete the task.

When deleting a once-off task there will be a pop-up prompt to remove this task.

Recurring tasks can also be deleted, this is a permission-based function. Click on the task card and on the pop-up there will be a red trash can. This is the option to either delete only this specific task in the recurring series or all of the tasks in the recurring series.

When deleting a recurring task there will be a pop-up prompt with two options to select from.

Once a task once-off and/or recurring has been deleted, the task cannot be retrieved, reinstated, or viewed again. There will only be an audit trail entry to note the deletion.

Note: All functions can be done on a Community Level by Navigating to the house Icon

Select from the dropdown list the relevant community you would like to create a task in and navigate to the Manage> Task Page.