Topics in this article:
Editing A Task List
Your Task Lists can be edited at any time! To edit a Task List follow these steps:
Navigate to Admin > Tasks > Task List
From the right side of the Task List you'd like to edit click the ellipsis icon
Select Edit from the dropdown menu
Be sure to click Update to save your work!
Please note: Task Lists currently applied to transactions will not be updated.
Removing Tasks From A Task List
You can remove Tasks from a Task List by following these steps:
Navigate to Admin > Tasks > Task List
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
Please note: Tasks 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 List
From the right side of the Task List you'd like to edit click the ellipsis icon
Select Remove from the dropdown menu
Please note: Task Lists 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 List
From the right side of the Task List you'd like to duplicate click the ellipsis icon
Select Duplicate from the dropdown menu
The duplicated Task List will include '(copy)' in the title
