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You are viewing an old revision of this post, from May 28, 2021 @ 07:52:49 [Autosave]. See below for differences between this version and the current revision.

How to update/edit/close a task?

How to update /edit a  task? Path: Transaction > Task >
  1. Enter the task number in the Number field. The Previously entered details of the task get displayed.
  2. When the header & footer appears in green color the screen is ready to edit/update.
  3. Edit/update the fields as per the requirement.
  4. Click the Update button on the bottom to update the task.
  5. The pop-up will appear on the screen once the details are updated.

6. To close the task, change the status to Closed.

7. Click the Update button on the bottom.

8. The pop-up will appear on the screen to confirm that the task is closed.

 

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May 28, 2021 @ 07:52:49 [Autosave]Current Revision
Content
Unchanged: <strong>How to update /edit a  task?</strong>Unchanged: <strong>How to update /edit a  task?</strong>
Unchanged: <strong>Path: Transaction &gt; Task &gt;<a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/create- Task_01_09.png"><img class="alignnone size-full wp-image-13257" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/create- Task_01_09.png" alt="" width="46" height="34" /></a></strong>Unchanged: <strong>Path: Transaction &gt; Task &gt;<a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/create- Task_01_09.png"><img class="alignnone size-full wp-image-13257" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/create- Task_01_09.png" alt="" width="46" height="34" /></a></strong>
Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Update- Task_03.png"><img class="alignnone size-full wp-image-13263" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Update- Task_03.png" alt="" width="430" height="83" /></a>Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Update- Task_03.png"><img class="alignnone size-full wp-image-13263" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Update- Task_03.png" alt="" width="430" height="83" /></a>
Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Update- Task_04.png"><img class="alignnone size-full wp-image-13264" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Update- Task_04.png" alt="" width="1360" height="641" /></a>Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Update- Task_04.png"><img class="alignnone size-full wp-image-13264" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Update- Task_04.png" alt="" width="1360" height="641" /></a>
Unchanged: <ol>Unchanged: <ol>
Unchanged: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Enter the task number in the Number field. The Previously entered details of the task get displayed.</span></li>Unchanged: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Enter the task number in the Number field. The Previously entered details of the task get displayed.</span></li>
Unchanged: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">When the header &amp; footer appears in green color the screen is ready to edit/update.</span></li>Unchanged: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">When the header &amp; footer appears in green color the screen is ready to edit/update.</span></li>
Unchanged: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Edit/update the fields as per the requirement.</span></li>Unchanged: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Edit/update the fields as per the requirement.</span></li>
Unchanged: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Click the Update button on the bottom to update the task.</span></li>Unchanged: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Click the Update button on the bottom to update the task.</span></li>
Unchanged: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The pop-up will appear on the screen once the details are updated.</span></li>Unchanged: <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The pop-up will appear on the screen once the details are updated.</span></li>
Unchanged: </ol>Unchanged: </ol>
Unchanged: <p style="padding-left: 30px;"><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Update- Task_01.png"><img class="size-full wp-image-13265 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Update- Task_01.png" alt="" width="493" height="74" /></a>6. <span style="font-weight: 400;">To close the task, change the status to Closed.</span></p>Unchanged: <p style="padding-left: 30px;"><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/Update- Task_01.png"><img class="size-full wp-image-13265 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/Update- Task_01.png" alt="" width="493" height="74" /></a>6. <span style="font-weight: 400;">To close the task, change the status to Closed.</span></p>
Deleted: <span style="font-weight: 400;"><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/create- Task_04.png"><img class="size-full wp-image-13252 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/create- Task_04.png" alt="" width="317" height="211" /></a></span> Added: <span style="font-weight: 400;"><a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/close_ 01.png"><img class="size-full wp-image-13343 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/close_01.png" alt="" width="226" height="161" /></a></span>
Unchanged: <p style="padding-left: 30px;"><span style="font-weight: 400;">7. Click the Update button on the bottom.</span></p>Unchanged: <p style="padding-left: 30px;"><span style="font-weight: 400;">7. Click the Update button on the bottom.</span></p>
Unchanged: <p style="padding-left: 30px;"><span style="font-weight: 400;">8. The pop-up will appear on the screen to confirm that the task is closed.</span></p>Unchanged: <p style="padding-left: 30px;"><span style="font-weight: 400;">8. The pop-up will appear on the screen to confirm that the task is closed.</span></p>
Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/close_ 02.png"><img class="size-full wp-image-13342 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/close_02.png" alt="" width="490" height="68" /></a>Unchanged: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2021/05/close_ 02.png"><img class="size-full wp-image-13342 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2021/05/close_02.png" alt="" width="490" height="68" /></a>
Unchanged: &nbsp;Unchanged: &nbsp;

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