Edit a Task Group

Existing task groups can be edited.

PREREQUISITES: The Task Group security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

1. From the home page, click Permitting and click Workflow Setup.

TIP: You can filter the list of records displayed. See Filter Records for more information.

2. Click Edit on the far right of the task group you want to edit.

NOTE: Multiple records can be added or edited at the same time. See Perform a Bulk Export or Bulk Import for more information.

3. Make any changes needed and click Save.