The information in this article is accessible only by Admin and TC users in Sisu.
This article explains how to manage your Task Lists, including editing details, adding or removing tasks, deleting unwanted lists, and duplicating existing lists. These tools help you keep your Task Lists organized and tailored to your team’s workflows while ensuring that tasks already applied to transactions remain unaffected.
Topics in this article:
Editing A Task List
To edit a Task List name, description, applicable transaction type(s), trigger or add tasks to the list follow the steps below.
Navigate to Admin > Tasks > Task Lists.
From the right side of the Task List you'd like to edit click the ellipsis
icon.Select Edit from the dropdown menu.
Make any desired changes.
Click the Update button
to save your changes.
ℹ️ Note: Task Lists currently applied to transactions will not be updated.
Removing Tasks From A Task List
To remove Tasks from a Task List follow the steps below.
Navigate to Admin > Tasks > Task Lists.
From the right side of the Task List you'd like to edit click the ellipsis
icon.Select Manage Tasks from the dropdown menu.
Click the X to the right of the Task you'd like to remove from the Task List.
ℹ️ Note: Task currently applied to transactions will not be removed.
Deleting A Task List
Did you create a Task List by accident, or have a Task List you're no longer using? No worries! To delete a Task List follow these steps:
Navigate to Admin > Tasks > Task Lists.
From the right side of the Task List you'd like to edit click the ellipsis
icon.Select Remove from the dropdown menu.
ℹ️ Note: Task currently applied to transactions will not be deleted.
Duplicating A Task List
Do you have an existing Task List you'd like to use as a base for creating a new, similar Task List? Great! We have just the functionality to save you time.
To duplicate a Task List follow these steps:
Navigate to Admin > Tasks > Task Lists.
From the right side of the Task List you'd like to edit click the ellipsis
icon.Select Duplicate from the dropdown menu.
The duplicated Task List will include '(copy)' in the title.
