Edit Task Template

Editing a task template allows you to update the data of an existing template and manage its tasks by adding, editing, reordering, or deleting them, to keep the template aligned with any changes in task flows. This article explains the steps to edit an existing task template.

Before You Begin

• You must have the “Manage Task Templates” permission to access this screen.
• The task template you want to edit must already exist.

Steps to Edit a Task Template

1. From the main menu, click “Task Management”, then go to “Settings”.
2. Click “Task Templates”.
3. Go to the actions menu for the template you want to edit, then click “Edit”.
4. The “Edit Task Template” screen will appear with the same layout as the Create Task Template screen, with all fields pre-filled with the current information, where you can:
   • Edit the template’s basic “Task Template Information”:
     • Title: edit the current name.
     • Code: edit the current code.
     • Description: edit the current description.
     • Status: edit the template’s status between Active or Inactive.
   • Edit the template’s “Tasks”:
     • Edit an existing task: edit any of the following fields for the task:
       • Title
       • Description
       • Type
       • Priority
       • Assignee
       • Due Date (number of days)
       • Target Module
     • Add a new task: click “Add Task” to add a new task row, and set its data as described above.
     • Delete a task: click the delete icon next to the task you want to remove.
     • Reorder tasks: drag and drop any task row to change its order.
5. Click “Save” to complete the edit.

How the System Works

• When the edit screen is opened, the system retrieves all the template’s data and its current tasks and displays them pre-filled in the corresponding fields.
• Once the save is successful, the template’s configuration is updated immediately, and you are automatically redirected to the task templates list screen, which appears updated with the new data.

Validation Rules

• Make sure the Title and Code fields are not left empty; otherwise, the edit will not be accepted.
• Make sure not to delete all the template’s tasks without adding a replacement task, since the template must always contain at least one task in order for the edit to be saved successfully.