Edit a Task

You can edit a task to change one of its attributes that you have defined. If your change significantly alters the purpose of the task, you may want to change the task name or add information to the description (for example, Revised to make daily due to dramatic TeamRaiser registration increase).

You may want to change the name to match the change you made.

To edit a task

1. From the Tasks To Do List page, click the Task List tab. The Task List page opens.

2. Locate the task in the list displayed and click Edit (or the task name link).

3. Make your changes.

   Tip: If your change significantly alters the purpose of the task, you may want to change the task name or add information to the description (for example, Revised to make daily due to dramatic TeamRaiser registration increase).

4. Click the Save button. This page closes and the Task List page opens with your new task in the Task List.

   Note: If you did not select to make your task active, the Activate, and Run options display in the Actions column of your task. If the task is active, the Deactivate option displays.

5. If you want to run your task:

   • At this time, refer to Running a Contact Task Immediately.

   • Only at the scheduled time and you have:

     • Clicked the Yes radio button for the Active option during configuration, click the Done button to close the Tasks application and display the Administrator Home Page.

     • Not made task active, click Activate. The system will schedule the task to run at the next interval of the time frame you selected for it (for example, tomorrow if the task is scheduled to run daily or one week from today if the task is scheduled to run monthly). You can click the Done button to close the Tasks application and display the Administrator Home Page.