Edit a Task
Tasks can be edited at any point in time. You can make any changes, or if easier just archive the task and create a new one, refer to the article on how to delete a task.
Whenever an edit is made to a task, the change will only reflect in future periods. All past periods and tasks will remain as they are in order to preserve your audit log.
Tasks can be edited from two different locations, from the Settings, or from a month-end or daily checklist directly.
Editing a task from Settings
In Settings > Tasks, select the "..." icon to the right of the Task and choose Edit this will open up all the fields in a side window for you to edit and save.
All edits to a task will only be applied to current and future periods, no historic periods will be impacted or changed. This is to ensure that adequate audit evidence is maintained.
Editing a Task from the Monthly or Daily checklist
In the Monthly checklist or Daily checklist, click the More > button on the task you want to edit.
In the task summary box, click Edit task
This will open up all the fields in a side window allowing you to edit and save the changes without having to navigate away from month end.
All edits to a task will only be applied to current and future periods, no historic periods will be impacted or changed. This is to ensure that adequate audit evidence is maintained.
Whenever an edit is made to a task, the change will only reflect in future periods. All past periods and tasks will remain as they are in order to preserve your audit log.
Tasks can be edited from two different locations, from the Settings, or from a month-end or daily checklist directly.
Editing a task from Settings
In Settings > Tasks, select the "..." icon to the right of the Task and choose Edit this will open up all the fields in a side window for you to edit and save.
All edits to a task will only be applied to current and future periods, no historic periods will be impacted or changed. This is to ensure that adequate audit evidence is maintained.
Editing a Task from the Monthly or Daily checklist
In the Monthly checklist or Daily checklist, click the More > button on the task you want to edit.
In the task summary box, click Edit task
This will open up all the fields in a side window allowing you to edit and save the changes without having to navigate away from month end.
All edits to a task will only be applied to current and future periods, no historic periods will be impacted or changed. This is to ensure that adequate audit evidence is maintained.
Updated on: 22/06/2023
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