Edit a Task & Scheduled Task

Follow the steps in this article to edit existing tasks and change the due date, task type, note, or other requirements.

Tasks are not set in stone. The following items can be edited as long as the task has not been marked as complete:

  • Task Type

  • Task Date

  • Note

  • Assigned AR Specialist

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Edit a Task

1. Navigate to the Tasks tab from the left navigation bar.

2. Click the three-dots icon and choose Edit.

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3. Make your necessary changes.

4. Once done, click the Save button.

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Edit a Scheduled Task

If you need to update the details of a Scheduled Task, follow these steps:

1. Navigate to the Tasks tab.

 2. Go to Scheduled Tasks.
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3. On the Scheduled Task that you want to edit, click the
three-dots icon.

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4. Make the necessary edits.

5. Once done, click the Save button.

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