Editing Tasks:

1. Tasks are edited from the Task Details screen. If not already viewing the task details, locate the task in the Task Library list, then open the task details by clicking on the task name.
2. The Task Details card displays basic information concerning the task. Users can click on the card to edit it.
   
   
   
   
   • Users can click on this card to edit it, update the information on the card in the Edit Task window that opens, then click Save.
     
     
3. The following information can be edited under the Steps tab.
   
   
   
   
   • The Instructions card displays a description of how the task is to be conducted. Users can click on this card to edit it, update the information on the card in the Edit Task Instructions window that opens, then click Save.
     
     
     
     
   • The Task Lines card displays the steps which must be performed to complete the task. Click on the card to edit it; this will open the Edit Task Lines window.
     
     
   • Users can add a task line by clicking Add Task Line. In the window that opens, enter the task's details, then select the task type (checking, reading, or details). For a description of each task type, see About Task Lines.
     
     
     
     
     • Click Add to save this task and add another task.
     • Click Add & Close to save the task and return to the Edit Task Lines window.
   • Users can edit a task line by selecting the task and clicking Edit. Make any necessary changes, then click Update.
     
     
     
     
   • Users can change the order that the task lines are displayed by selecting a task and using the Up and Down arrow buttons.
     
     
     
     
   • Users can delete a task by clicking the associated Delete button () to the right. Users will be asked to confirm the deletion in a popup window.