View, edit, and delete task definitions

This section walks you through the various actions you can carry out on task definitions.

View tasks

To view the details of a task definition and the tasks associated with it, click its name in the Task Configuration table.

This opens the task definition details on the left panel, and displays the associated daily tasks on the right.

To view the details of a specific daily task, click its “View details” button in the Action column of the table. This takes you to the Sign-Off Tasks screen, providing information on the task status, adjustments, comments, and so on.

Edit task definition

You can edit a task definition unless there is a task in progress for that definition, or the definition has been archived.

Here’s how to edit your task definition:

1. In the Task Configuration screen, click the name of your task definition.
   This opens the definition’s details.
2. In the bottom of the Sign-Off Task Definition panel, click Edit.
3. Make your changes, then click Save.
   Your task definition is now updated with your changes.

Delete or archive task definition

When you no longer need a task definition, you can delete or archive it.

If you haven’t published your definition yet, it can be deleted:

1. In the Task Configuration screen, click the name of the task definition you want to delete.
   This opens the task definition panel with the details of the definition.
2. Click the Delete button.
   Your task definition is removed.

Once a task definition has been published, it can’t be deleted, but you can archive it. Any audit history related to the associated tasks is preserved.

1. In the Task Configuration screen, select the task definition you want to archive by checking its checkbox.
2. Click Archive in the top right.
3. In the Archive dialog, add a comment, then click Archive.
   Your task definition is now archived and all daily tasks are removed.