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How to Update or Reopen a Task

Written by Michelle Henley

Updated at May 22nd, 2024

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            By default, users with the Task Admin role have the privileges to Create Tasks and Edit all Tasks. To add, remove, or modify privileges please contact the User Admin for your organization. 

            Who can update tasks?

            Status Assignee Assignor Task Admin
            In Progress X ✔  ✔ 
            Completed X ✔  ✔ 
            Canceled X ✔  ✔ 

            Note: Updating a completed or canceled task reopens the task and moves the status back to In Progress. 

            To update the task, click the Oval Icon in the top right-hand corner and select Update from the dropdown list. 

            Once changes are made, click Assign Task. 

            Once Assign Task is clicked, the system will: 

            • If the Assignor updates the task, an email will be sent to the Assignee to let them know the task has been updated. 
            • If a Task Admin updates the task, an email will be sent to both the Assignee and the Assignor to let them know the task has been updated.
            reactivate revise reopen a task task admin

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