How to edit, close or delete a Client Tasks

If you create a Client Task and need to edit the contents, follow the instructions below:

1. Click on the Client Task card to display the details on the slider.
2. Clicking on the Actions icon (...)
3. Select Edit
4. Make the appropriate changes then click Save Changes

To close or delete a Client Task.

1. Click on the Client Task card to display the details on the slider.
2. Clicking on the Actions icon (...)
3. Select Close or Delete - if you select Delete you will be asked to confirm
4. Note: If the Client Task was created from an internal Job, you can close it but can not delete it.