In this article, you will learn about viewing and/or editing existing tasks within your Actionstep system.
To find a specific task or a group of them, hover over 'Tasks' on the 'Global Navigation Bar' - tasks are largely divided into two categories within this menu - 'My Tasks' and 'Everyone'. Within each of these categories is a submenu with the same set of options, as shown below.
When you drill into any of these options, you will be taken to a list view of the specified set of tasks. You can apply Filters to find a specific task, and you can also change the layout and ordering of the columns to suit you. You can then click into any of the tasks on the list to open up the 'Edit Task' menu, as shown below.
The menu is identical to the 'Task Creation' menu, and you can edit any of the fields as you would when creating a task for the first time. This means that you can also change the matter or system user that the task is associated to, through this menu.
One of the options available on the horizontal menu is 'Edit Mode', as per the screenshot above. 'Edit Mode' allows you to quickly make changes to several tasks from this screen. To use this tool, click 'Edit Mode'. Doing so will turn all of the values under the available columns to editable fields, as you can see from the screenshot below. Any fields that have been edited during the current session will be indicated by green text, as shown below. To exit this tool, click on 'Edit Mode' again.