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- Custom Tasks
How do I edit a Custom Task on an Order?
Follow the steps below to edit a Task on an Order.
All users will be able to complete this task.
To locate your Order:
- Navigate to the Orders module within the menu on the left side of the screen
- Locate the Order to which you wish to add a Task
How do I find a specific Order?
To add a Task to the Order:
-
- Locate the Order to which you wish to add a Task
- Click anywhere on the Order to open up the Order Details on the right side
- From the top of the Order Details, select "FULL VIEW"
Please note that this is only available to edit on the Order from Full View - On the left side of the Order in Full View,
...scroll down to the "Tasks" section
Why can't I see this section? - Here you will see all Tasks associated with this Order
- Locate the Task you would like to complete, if multiple have been added
- Click the three vertical dots to the right of the Task
- A new menu will appear to the right of the Task
- From this menu, select "Edit Task"
- A pop-up box will appear displaying all current information entered for this Task
- Make any necessary changes to the required fields
- When all information has been correctly entered, click "SAVE"
- Locate the Order to which you wish to add a Task