Help Documentation

Once you create a task, you can edit an ongoing task. Editing a task includes:

• Adding more products
• Adding more properties
• Adding more roles / members
• Editing name or instruction

Adding more Products to a Task

1. On the MANAGE tab, click Tasks.
   The Tasks Listing page appears.
2. Click  for the task you want to add more products.
3. Click Manage, and then click Add more Products.
4. If you are looking for a specific product, use the search box.
5. If you want to use the advanced filtering option to display relevant products, click Show Advanced Filters.
6. Click the check boxes to select the products.
7. Click Add products to task.
   The task displays the newly added products.

Adding more Properties to a Task

1. On the MANAGE tab, click Tasks.
   The Tasks Listing page appears.
2. Click  for the task you want to add more properties.
3. Click Manage, and then click Add more Properties.
4. If you are looking for a specific property, in the search box, search by product name.
5. If you want to filter properties based on their property group, in the Property Groups list, select the property group.
6. If you want to filter by data type of the property, in the Property Types list, select the data type.
7. Click the check boxes to select the properties.
8. Click Add properties to task.

Adding more Roles/Members

1. On the MANAGE tab, click Tasks.
   The Tasks Listing page appears.
2. Click  for the task you want to add more roles/members.
3. Click Manage, and then click Add more Assignees.
   The Add More Assignees window appears. You can view the selected roles and members.
4. In the Assign task to list, select member(s) and/or role(s).
5. Click Add to Task.

Editing Name or Instruction for a Task

1. On the MANAGE tab, click Tasks.
   The Tasks Listing page appears.
2. Click  for the task you want to edit name or instruction.
3. Click Manage, and then click Edit name or instruction.
4. Make your changes.
5. Click Update Task.