Editing and Deleting Tasks

Tasks can be updated or removed at any time by users with the appropriate permissions, allowing Administrators to keep action items current and accurate throughout the meeting lifecycle.

Edit a Task

Use the following steps to modify an existing task:

1. Navigate to the meeting and agenda item where the task was created.
2. Locate the task in the Tasks section.
3. Select the Edit option for the task.
4. Update the task details as required, such as:
   • Task title
   • Description
   • Assigned user
   • Due date
   • Status
5. Save your changes.

Delete a Task

If a task was created in error or is no longer required, it can be removed.

1. Navigate to the meeting and locate the task.
2. Select the Delete option for the task.
3. Confirm the deletion when prompted.

Once deleted, the task is removed from the task list and can no longer be tracked or completed.

Modify the details as necessary, and click Save Item.