A Staff member with manager permissions or a Non-staff contact with manager permissions can edit or delete tasks created by anyone. Accounts with care roles can edit or delete tasks they created. An account with social role does not have access to Task.
To edit a task:
- In the left-hand menu, click the Accounts tab and locate the desired account.
- Select the client by clicking their account card from the list.
On the Schedule screen, click the Task option to view scheduled tasks.
If the task is not listed, it is scheduled for another day. Click on the calendar to select the scheduled date.
- Click on a task you would like to edit.
- Click the
icon at the top-right corner of the Task Details screen.
- Click the Yes button on the Modify task prompt.
- On the edit screen, update the available fields.
- For repeat (daily, weekly, and custom) tasks, changes can be made to the Category, Name, Time between reminders*, and Description fields. If you like to reschedule to another date and time, you will need to delete the existing task and create a new task.
- For non-repeat tasks, you can update the Category, Name, Time between reminders*, Date, Time, and Description fields.
- If you need to change a non-repeat task to a repeat task or vice versa, you will need to delete the existing task and create a new task.
Click the Save changes button.