How do I change the date of a completed Task?

Overview:

In some cases, you might find the need to go back and change the date on a previously completed Task, perhaps because it was inaccurately recorded by an operator or is otherwise incorrect. This can be easily done from Task Manager.

Requirements:

  • Tasks must be Marked as Complete already.

Process:

  1. Navigate to Operations>Task Manager.
  2. Choose the Task you want to update.
  3. Check the task or tasks on the left-hand side you would like to edit.
    TM_2.gif

  4. Select Review and choose the new completed date.

    Review_TM_1.gif

 

 

Note: You can also access and update task information from the Task Review page and the Field Plan page.

 

Related Articles:
Getting Started: Task Manager - How to add Activity Records in Traction Enterprise
How do I mark a Task as Complete from the Web App?