We all make mistakes—it’s part of being human! That’s why we’ve made editing or deleting a task quick and easy if something needs adjusting.
This article will guide you through how to edit or delete a task assigned to an employee from the All Tasks page and the Employee Profile.
Edit or Delete a Task from the All Tasks Page
Quick Steps:
Go to People > Tasks > All Tasks, find the task, click the three dots, and select Edit or Delete.
- In the People module, click Tasks and select All Tasks from the dropdown menu.
- Scroll through the list or use the search bar to locate the task you want to update.
- Once you find it, click the three dots to the right of the task and choose either Edit or Delete from the dropdown.
- If you select Delete, a pop-up will appear asking you to confirm the deletion.
- If you select Edit, you'll be taken to the task page, where you can update the details. After making your changes, click Save to apply them.
Edit or Delete a Task from the Employee Profile
Quick Steps:
Go to People > Click the employee's name > Employee Profile > More (If Task tab isn't displayed) > Tasks, find the task, click the three dots, and select Edit or Delete.
- In People, scroll through the list or use the search bar to find the employee.
- Click the employee's name to open their Employee Profile.
- If the Tasks tab isn't displayed in the profile, click More and select Tasks from the dropdown menu.
- Locate the task you want to update, then click the three dots on the right side of the task. Choose either Edit or Delete from the dropdown.
- If you choose Edit, you’ll be redirected to the task page, where you can update the details. Once you’ve made your changes, click Save to apply them.
- If you choose Delete, a confirmation pop-up will appear. Confirm the deletion to remove the task.
Was the Task Already Completed?
You can only edit or delete tasks that have not been completed.
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