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Conga Support

Editing a Task List

A task list can be edited by changing the name and description of the list, or assigning the responsibility for completing a task in the list to a different user. A task list can also be edited by adding more tasks to the list, editing the existing tasks in the list, and deleting one or more tasks from the list.



Navigation Toolbar

Click on Admin to display your administrator functions, and select Task Lists to display the Task List Browse screen.

Note: If the Task Lists link is not present, you do not have permission to use this feature.


Task List records

Locate the task list you want to edit, and click on it to display its Task List Edit screen.



Task List Name field

If you want to edit the name of the task list, click inside the field to enable it, and type over the existing text.


Task List Description field

If you want to edit the description for the task list, click inside the field to enable it, and type over the existing text.


Add Task List Item button

Click if you want to add a new task to the task list.


Task List Item Subject fields

You cannot edit a task once the task list is saved. However, you can delete the task by clicking on its icon, and then replace the task with a new task.


Task List Owner list

If you want to assign a task to another person, click in the field to enable the list, and select another user.


Delete icon

If you want to delete a task from the list, click on its icon.

Note: If you delete a task in error, simply click the Cancel link in the toolbar to exit the task list without saving your change.


Save button

Click to save your updates and edit the information for the task list.


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