Adding, Removing & Managing Tasks

Adding Tasks

Tasks can easily be added to a Workflow or Transaction by clicking the +Add A Task Button at the top of the page.




Managing Tasks

To edit tasks of a Workflow that you have already launched for a Transaction, you can easily update the following details within each task box, by simply clicking on the task title:

1) The Task title
2) Due Date
3) Role Assignment (who is responsible for completing the task)
4) Task Description - detailed version of how to complete the task or key information necessary to complete the task


Editing The Entire Workflow After Applying It To A Transaction

If you discovered that you made an error with either the Start or End Date or even applied the wrong Workflow, you can easily make updates to your transaction.

Step 1: If you are not already on the Transaction Page, click the "Transactions" button on the top navigation to select the transaction you want to edit.

Step 2: Click the button "Open..." and select "Details"




Step 3: On the right side are all of the transaction details page is a section called "Transaction Setup". Here, you can take the steps necessary to modify a mistake.

Wrong Transaction Name - Simply change the name and click "Update" at the bottom
Wrong Status - Simply change the Status and click "Update" at the bottom
Wrong Type - Simply change the Type and click "Update" at the bottom
Wrong Start/End Date - Simply change the Start or End Date(s) and click "Update" at the bottom. A box will pop up asking if you want to shift all of your dates to abide by the new start or end date. This will adjust all of the tasks to line up correctly.

Go Back to Original 5-Step Launch Process

If NO tasks are appearing at all - you likely backed out of the 5-Step Process of Launching a Transaction before clicking the green "Launch Tasks" button.

In this case, click the link at the bottom called [Edit Launch] to be taken back to the 5-Step Process to adjust and Relaunch your Workflow for a transaction.

Removing All Tasks from a Transaction

If you applied the wrong Workflow or simply want to remove all outstanding tasks at one time, simply click on the Transaction tab, choose the Transaction and click on "All" to reveal all the Transaction's tasks.
Remove all of the Filters at the top of the list of tasks by clicking the "x" or going to the Filter modal directly
Click on the "Mass Update" checkbox
Choose "Select All"
Click "Delete"

Updated on: 10/21/2024