Skip to main content

How to start a task or edit a date at the task level (v2.18 and above)

Written by Gemma
Updated over 5 months ago

SUMMARY

There are times when it is not necessary to go through each step of the workflow. In the workflow manager, you can select a specific task to start a workflow, or move an ongoing workflow to a specific step.

Task durations or the due date for in progress and planned tasks can easily be adjusted on the Workflow Manager screen. Business days are used to calculate the due date of tasks, rather than calendar days.

How to Start a Task at the Task Level

  1. Click on the three dots next to the task you wish to start within Workflow Manager. Click Start Task

  1. Note that skipped tasks will be cancelled or deleted if planned. Workflow Manager will update to show only the remaining tasks:

How to Edit a Date at the Task Level

  1. Click on the three dots next to the task you wish to change. Click on Edit Task

  1. To change the due date, select the Calendar icon, pick the new date, and click Save

-or-

  1. As you change the task Duration notice the Due Date automatically updates, skipping weekends. Click Save

Did this answer your question?