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

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Editing and Deleting Tasks in the Tasks Tab

Step 1. Open a Task 

Begin by navigating to your Tasks tab and clicking on the name of the task you wish to modify.

Step 2. Adjust Task Details and Save

An Edit Task popup will appear in which you can adjust any task details, including its due date. After making your changes, click Save to finalize the edits.

• Note: If the task name you click is a cadence step, you will only be able to adjust its due date. To learn about additional actions you can take on your cadence steps, take a look at our article, Managing Your Cadences.

Step 3. Delete a Task  

If you need to delete a task, locate the task in either of your task tables and click its trashcan icon found at the far right. A Delete Task popup will appear, prompting you to confirm that you would like to remove the task by clicking Delete. 

• Note: You can delete tasks that are assigned to you (either by yourself, or by a teammate) and tasks that are assigned by you. 

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Editing and Deleting Tasks in a Constituent Profile

Modifying tasks in a constituent profile mirrors the process followed in the Tasks tab! 

• Note: When modifying tasks in a constituent profile, you have the capability to make changes to tasks created by both yourself and your teammates. We recommend using caution to avoid inadvertently altering the wrong task. 

Step 1. Open a Task

Begin by navigating to a constituent profile's Tasks tab and clicking the name of the task you wish to modify.

Step 2. Adjust Task Details and Save

An Edit Task popup will appear in which you can adjust any task details, including its due date. After making your changes, click Save to finalize the edits.

• Note: If the task name you click is a cadence step, you will only be able to adjust its due date. To learn about additional actions you can take on your cadence steps, take a look at our article, Managing Your Cadences.

Step 3. Delete a Task

If you need to delete a task, locate the task in the table and click its trashcan icon found at the far right. A Delete Task popup will appear, prompting you to confirm that you would like to remove the task by clicking Delete.

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