Note: Collaborative Tasks is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).

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Making changes to tasks couldn't be easier! Below, we'll take a step-by-step look at how to edit and delete tasks found in both your Tasks tab and in constituent profiles. Follow along with either our video tutorial or written steps! 

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Video Tutorial: Modifying Collaborative Tasks

Note: While the video provides an overview of this feature, the steps outlined below are the most up-to-date. Be sure to reference the written guide for the latest instructions.

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Editing and Deleting Tasks in the Tasks Tab

Step 1. Open a Task 

Navigate to either the Your Tasks or Assigned By You table in your Tasks tab, then click on the name of the task you want to modify.

Step 2. Adjust Task Details and Save

An Edit Task popup appears, where you can adjust any task details, including its due date. After making changes, click Save to finalize the edits.

Note:

• Updating the Add to Calendar toggle saves your preference for future tasks unless you adjust the toggle again. 
• If you select a cadence step, you can only adjust its due date. To explore more actions for cadence steps, take a look at our article, Managing Your Cadences.

Step 3: Add an Existing Task to Your Calendar

To add an existing task to your calendar, locate it in either the Your Tasks or Assigned by You table and click the calendar button found at the far right. An Add to Calendar popup appears, where you can choose to add the task to either Google Calendar or Microsoft Calendar.

Note: You can add tasks to your calendar if they are assigned to you (either by yourself or by a teammate) or created by you. Consider adding tasks you’ve assigned to your team to support collaboration! 

Select the option that matches your organization’s calendar. A new tab opens with a pre-drafted event, including the Task Name, Due Date, and Description (if added) details. The event’s time defaults to All day, but you can adjust this any other details as needed.

When you’re ready, click Save to finish adding the task to your calendar!

Note: Adjusting an existing task’s details does not automatically update the corresponding calendar event. Re-add the task to your calendar and remove the previous event, or manually edit the calendar event to reflect the updated details!  

Step 4. Delete a Task  

To delete a task, locate it in the Your Tasks table, then click the trashcan button found at the far right. A Delete Task popup appears, prompting you to confirm that you want to remove the task by clicking Delete. 

Note: You can only delete tasks assigned to you (by yourself or a teammate), so this action is limited to the Your Tasks table.

Step 5. Take Bulk Action on Tasks

Each task has a checkbox to the left of its name. Select these checkboxes to apply the same action to multiple tasks at once. After selecting tasks, click the Actions button in the top-right corner, then choose one of the following options: 

• Update Due Date
• Mark as Complete
• Mark as Incomplete
• Reassign Tasks
• Delete Tasks 

A confirmation popup summarizes the action you’re about to take. Some actions, like Update Due Date or Reassign Tasks, require additional input (e.g., selecting a new date or assignee) before saving. 

 Note:

• Cadence steps cannot be reassigned. If you select only cadence steps, the Reassign Tasks option will be disabled. If you select a combination of cadence steps and tasks, only the tasks will be reassigned.  
• When updating due dates in bulk, you cannot modify multiple steps of the same cadence for the same constituent. This limitation ensures cadence step spacing remains accurate. If you attempt this, a message will prompt you to update only one of the cadence step’s due dates.

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Editing and Deleting Tasks in a Constituent Profile

Modifying tasks in a constituent profile follows the same steps as the Tasks tab! Let’s take a look at modifying in this location. 

Step 1. Open a Task

Navigate to a constituent profile's Tasks tab, then click the name of the task you want to modify.

Note: You can only edit tasks assigned to or created by you. Tasks created by others that are not assigned to you can be opened but not edited. 

Step 2. Adjust Task Details and Save

An Edit Task popup appears, where you can adjust any task details, including its due date. After making changes, click Save to finalize the edits.

Note:

• Updating the Add to Calendar toggle saves your preference for future tasks unless you adjust the toggle again. 
• If you select a cadence step, you can only adjust its due date. To explore more actions for cadence steps, take a look at our article, Managing Your Cadences.

Step 3: Add an Existing Task to Your Calendar

To add an existing task to your calendar, locate it in the table and click the calendar button found at the far right. An Add to Calendar popup appears, where you can choose to add the task to either Google Calendar or Microsoft Calendar. 

Note: You can add tasks to your calendar if they are assigned to you or created by you. The calendar icon is disabled for tasks that do not meet these criteria.

Select the option that matches your organization’s calendar. A new tab opens with a pre-drafted event, including Task Name, Due Date, and Description (if added) details. The event’s time defaults to All day, but you can adjust this and any other details as needed.

When you’re ready, click Save to finish adding the task to your calendar!

Note: Adjusting an existing task’s details does not automatically update the corresponding calendar event. Re-add the task to your calendar and remove the previous event, or manually edit the calendar event to reflect the updated details! 

Step 4. Delete a Task

To delete a task, locate it in the table, then click the trashcan button found at the far right. A Delete Task popup appears, prompting you to confirm that you want to remove the task by clicking Delete.

Note: You can only delete tasks assigned to you (by yourself or a teammate), so this action is limited to tasks listing you as the Assignee. 

Step 5. Take Bulk Action on Tasks

Each task created by or assigned to you has a checkbox to the left of its name. Select these checkboxes to apply the same action to multiple tasks at once. After selecting tasks, click the Actions button near the top-right of the Tasks tab, then choose one of the following options: 

• Update Due Date
• Mark as Complete
• Mark as Incomplete
• Reassign Tasks
• Delete Tasks 

A confirmation popup will summarize the action you’re about to take. Some actions, like Update Due Date or Reassign Tasks, require additional input (e.g., selecting a new date or assignee) before saving. 

Note:

• Cadence steps cannot be reassigned. If you select only cadence steps, the Reassign Tasks option will be disabled. If you select a combination of cadence steps and tasks, only the tasks will be reassigned.  
• When updating due dates in bulk, you cannot modify multiple steps of the same cadence for the same constituent. This limitation ensures cadence step spacing remains accurate. If you attempt this, a message will prompt you to update only one of the cadence step’s due dates.

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Pausing Your Tasks

Taking time off, or have a busier-than-usual schedule? Pause tasks assigned to you so they don’t become overdue! 

Step 1. Click the Tasks Tab’s Settings Icon

Navigate to your Tasks tab and click the settings gear in the upper-right corner to access your EverTrue Settings page. Alternatively, open your  User Menu in the top-right corner of the platform and select Settings.

Step 2. Set Your Pause

Click the Pause Cadences and Tasks tab. Use the calendar to select the day you want your pause to begin, and the day you plan to return to work. Once you’re ready to set your pause, click Save.

Note: Your return date must be at least one day later than your start date. Single-day pauses are not possible.

Step 3. Review Your Pause

On your pause start date, a banner indicating your away time appears at the top of your Tasks tab and in constituent profile Tasks tabs.  

If you need to end a pause earlier than expected, click Resume Cadences and Tasks to the right of the banner (or navigate back to your Pause Cadences and Tasks settings tab). To adjust the dates of the pause, click Edit Pause.

When you pause your tasks, their due dates will be rescheduled to accommodate your time away. This logic will be followed for tasks due both during and after your pause window. For example, a task due two days after you start a pause will be due two days after your pause reaches its end. Once you return, your tasks will reactivate starting with those due that day.

Note:

• Tasks are not rescheduled to be due on weekends or U.S. federal holidays. For example, if a rescheduled due date falls on a Saturday, it will be pushed to Monday.
• If necessary, you can still complete tasks and cadence steps during a pause in your Tasks tab. 

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For any other questions, reach out to EverTrue Support at genius@evertrue.com.