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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.

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A

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.

B

Task List records

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

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C

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.

D

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.

E

Add Task List Item button

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

F

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.

G

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.

H

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.

I

Save button

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

 

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