The information in this article is accessible only by Admin and TC users in Sisu.
This article explains how to manage your Tasks, including editing details, deleting Tasks, and removing Tasks from a Task List. These actions help you keep your Tasks and Task Lists organized, while ensuring that any Tasks already applied to transactions remain unaffected.
Topics in this article:
Editing A Task
Navigate to Admin > Tasks > Edit Tasks.
From the right side of the Task you'd like to edit click the pencil button
.💡 Note: You can utilize the search bar to quickly find your Task!
Make any desired changes.
Click the Update button
to save your changes.
ℹ️ Note: Tasks currently applied to transactions will not be updated.
Deleting A Task
Navigate to Admin > Tasks > Edit Tasks.
From the right side of the Task you'd like to delete click the X button
.💡 Note: You can utilize the search bar to quickly find your Task!
In the pop-up, click Yes
to confirm you'd like to Delete the Task.
ℹ️ Note: Tasks currently applied to transactions will not be removed.
Removing Tasks From A Task List
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 button
to the right of the Task you'd like to remove.
ℹ️ Note: This will not delete the Task, only remove it from the Task List.
ℹ️ Note: Tasks currently applied to transactions will not be removed.