How to Edit a Recurring Task

Once you create a recurring task, learn how you can make changes and edit recurring task details as an admin.

To edit your recurring task after creating:

1. Enter into the Recurring Tasks module by selecting Recurring Tasks on the left-hand panel. Select My Recurring Tasks or Manage Recurring Tasks (admins only) and find the recurring task you would like to edit.
2. By default, this will put you on the Recurring Task details tab of your recurring task.
3. On the recurring task details tab, you can click the Edit Recurring Task button in the top right corner to edit any of the information entered when creating the recurring task including Details, Task settings, Certification Text, Access Control, and Links. 

1. The Files tab, allows you to add/remove any accompanying files associated with the recurring task.
2. Select the Recurring Task Items tab to add/remove the items to be audited.
3. Use the Recurring Taks tab to view all tasks associated with the recurring task.
4. View the Submissions tab to review all recurring task submissions.
5. The Tickets tab displays any tickets associated with the recurring task.
6. The Notes tab allows you to add or view any notes that have been added to the recurring task.
7. The Activity Log tab shows all activity associated with the recurring task.

Additionally, the gear icon located in the top right corner of the recurring task overview page provides the ability to make additional changes without going through the edit pages of an recurring task.

The gear icon provides the ability to make the following changes:

• Change Owner
• Change Custodians
• Change Consumers
• Clone & Create New
• Deactivate
• Close recurring task
• Delete
• Download recurring task
• Manage tags
• Send message