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Task Editing

Task Editing allows you to modify the details of a task in the AuditBLOOM system. This is useful when you need to update information, make adjustments, or add additional details. Only incomplete tasks can be edited.

What Can Be Edited​

When editing a task, you can change the following parameters:

  • Task Title
  • Task Description
  • Priority
  • Audit Object
  • Assigned Users and Groups
  • Deadline
  • Observers (users and groups)

How to Edit a Task​

Step 1: Open the Task List​

  1. Log in to the system with your account.
  2. Navigate to the "Tasks" section in the main menu.

Step 2: Find the Incomplete Task​

  • Select the "Active" tab to display incomplete tasks.

  • Find the task that you need to edit.

    Task Section in Main Menu | AuditBLOOM

Step 3: Open the Task for Editing​

  1. Click on the task name to open it.

  2. In the right part of the task page, click the "Edit" button.

    Edit Button in Task | AuditBLOOM

Step 4: Make the Necessary Changes​

  • Task Title: Change the title in the corresponding field.
  • Task Description: Edit the description by adding or changing the information.
  • Priority: Select a new priority from the list (Low, Medium, High).
  • Audit Object: Choose a different audit object from the list if needed.
  • Assigned Users and Groups: Add or remove users and groups assigned to the task.
  • Deadline: Set a new deadline date.
  • Observers: Add or remove observers (users and groups).

Step 5: Save Changes​

  • After making all necessary changes, click the "Save" button.

    Save Button in Task Edit Form | AuditBLOOM

Important Clarifications​

  • Editing Completed Tasks: Tasks with the status "Completed" or "Cancelled" cannot be edited.
  • Access Rights: You must have the appropriate access rights or be the task author to edit the task.

Notes and Tips​

Notes and Tips
  • Information Accuracy: Regularly update tasks to ensure the information is up to date and to ensure successful completion.
  • Communication: Notify task participants about significant changes through the task chat or other communication channels.
  • Deadline Check: When changing the deadline, ensure the new date is realistic and agreed upon by the executors.

Frequently Asked Questions (FAQ)​

Question: Why can't I edit the task?

Answer: The task may already be completed or cancelled. Also, make sure you have the necessary access rights to edit the task.

Question: Can I change the task executor while editing?

Answer: You can change the assigned users and groups who can become executors. To change the current executor, use the "Delegate" function.

Question: Can I edit a task if I am not its author?

Answer: Users with the appropriate access rights or the task author can edit the task. If you are not the author, make sure you have the necessary permissions.