Editing Tasks


Tasks previously created with the Mass Tasks Wizard can be edited en masse.  Note this only works for tasks created in this way; individually created tasks cannot be updated here.

To edit existing tasks:

  1. Click Associates > Tasks > Mass Tasks Wizard, then click Next.
  2. Select Edit Existing Tasks, use the drop-down to select the group of tasks you wish to edit, then click Next.
  3. Make any desired changes to the task, then click Next and Finish to update existing incomplete tasks.  Note that completed tasks will not be changed.
Updated on Mon, 23 Aug 2021 by Angela Chiaravalle

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