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Editing or updating tasks as a user

As a user, you will have two different types of tasks. You will have ones that have been assigned to you by an administrator and ones that you have created for yourself. Your ability to edit and update a task depends on which type it is.

If a task has been assigned to you by an administrator:

If an administrator has set you a task you may only alter its completion status. To do this you:

  1. Click ‘Workbench’ and then click ‘Dashboard’.
  2. Navigate to the task you want to update (see ‘Keeping Track of and Searching Tasks as a User’ for guidance).
  3. Click the three horizontal dots next to the task you want to update and click ‘Open Task’.
  4. Scroll down to the ‘Status’ field. Click the dropdown box and then select either ‘To Do’, ‘In Progress’ or ‘Done’ as appropriate.
  5. Click ‘update’ and then ‘confirm’ to action the change in completion status. Click ‘Cancel’ if you have made a change in error. Confirming a status change will trigger a notification to the task administrator so be careful when doing this.

N.B. Always be aware of task notifications. Your administrator may update your task at any time. Any changes are likely to reflect essential FCA requirements.

If you have created a task for yourself:

Corterum allows users to create tasks for themselves, for example to set reminders to complete required actions by a certain date.

If you do this, your administrator cannot see the task you have created and you can edit its title, description, priority, deadline and completion status. To do this you:

  1. Click ‘Workbench’ and then click ‘Dashboard’.
  2. Navigate to the task you want to update.
  3. Click the three horizontal dots next to the task you want to update and then click ‘Open Task’.
  4. The ‘Update Task’ panel will open and you then modify each field as appropriate.
  5. Click ‘Update’ at the bottom of the ‘Update Task panel’. Click ‘Confirm’ if you are happy with the changes you have made, or click ‘cancel’ if you are not.
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