Tasks can be updated when the details change. If a task is no longer needed, you can delete it.
Edit a task
In the Case Management sidebar, open My tasks.
Find the task in the relevant list or status view, such as Open, Today, Overdue, Upcoming, or Done.
Select the pencil Edit icon for the task.
Update the Title, Notes (optional), Due (optional) date and time, or Linked client (optional).
Select Save.
The Title is required, so enter one before saving. A successful save closes the dialog and confirms the update with Task updated.
Delete a task
In My tasks, find the task you want to remove.
Select the trash Delete icon.
Review the Delete this task? confirmation.
Select Delete to confirm, or select Cancel to keep the task.
Deletion cannot be undone. If the task only needs correcting or rescheduling, use Edit and Save instead of Delete.