Update Group Task

2. Edit a group task

Group tasks are edited in the same place they were created.

  1. Go to Tasks and select the task in the list. The same form opens with its tabs.

  2. Change what you need and select Save (green icon at the top). The red icon archives the task.

Figure 3. Editing a group task: Save and Archive at the top. The grant is locked.

Figure 3. Editing a group task: Save and Archive at the top. The grant is locked.

What you can change

Tab

When editing

General information

Name, instruction, image, default language and dates. The Grant is locked.

Centers

Turn centers on or off.

Donors

Add or remove donors. A donor added later appears in the Group Tasks screen as pending.

Products

Add or delete products, and change the Maximum quantity or the product details.

Languages

Translations of the name and instruction.


Figure 4. Donors tab: the selected donors are the ones who will sign.

Figure 4. Donors tab: the selected donors are the ones who will sign.

Figure 5. Products tab: Min required, Maximum, Add details and delete.

Figure 5. Products tab: Min required, Maximum, Add details and delete.

NOTES

Changes apply to the signatures collected after saving. Transactions already created by the task keep their products and quantities.

If the agency loses the Group Tasks feature, the form shows the warning “This task requires the Group Tasks feature, which is not enabled for your agency.” and the task cannot be edited.

A task ends the day after its End date. Extending the End date reopens it for new signatures.



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