How To Edit, Reassign, and Delete Tasks from Work Hub

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Tasks, which are active Submissions that have been reassigned or unassigned, Dispatches, or active Workflows, can be edited, reassigned or unassigned, or deleted, depending on the type of task.

Table of Contents

Edit a Dispatch

Editing Dispatches in the Assigned or Unassigned Status

Unassigning or Reassigning Tasks

Delete a Task

Edit a Dispatch

Editing can be done to dispatches that are Assigned, Unassigned, and Received from either the In Progress or the Upcoming tab, with a few caveats. Instructions for all potential processes are detailed below.

Editing Dispatches in the Assigned or Unassigned Status

In Progress Upcoming

In Progress Tab

  1. Navigate to Work Hub.
  2. On the In Progress tab, you'll see your list of all dispatches and active workflows.
  3. Dispatches that can be edited will either be labelled Assigned or Unassigned in the Status column.Work Hub_In Progress_Assigned or Unassigned Status.png
  4. Select the hyperlink in the Form column for the dispatch you wish to edit. 
  5. Select the Edit button in the upper right corner.
  6. On the first screen, edit any of the dispatch details and Next. On the second screen, edit any of the fields of the dispatch, then Save.

Unassigning or Reassigning Tasks

The instructions for the In Progress Tab apply to Reassigning and Unassigning all tasks but the Upcoming Tab: Calendar View instructions apply only to dispatches, specifically geared toward when a dispatch needs edited but is in the Received status.

In Progress Upcoming

In Progress Tab

In order to update a dispatch that has been Received by a user, you will need to unassign the user from the dispatch to have access to editing the information in it.

  1. Check the box beside any task or the Received dispatch you'd like to edit, then select the Unassign button that pops up above the table. If you are simply assigning a task directly to another user, simply select the Reassign button to the left of the Unassign button.

    UnassignWork Hub_In Progress_Checkbox_Unassign Button.png

    Reassign

    Work Hub_In Progress Tab_Reassign.png
  2. If it's a dispatch, it can be edited using the instructions for Editing Dispatches in the Assigned or Unassigned Status In Progress Tab starting with step 4.
  3. You may then reassign the updated dispatch to the appropriate parties. 

Delete a Task

The instructions for the In Progress Tab apply to all types of tasks, but the Upcoming Tab: Calendar View instructions apply only to Dispatches.

In Progress Upcoming

In Progress Tab

  1. Check the box beside the task you'd like to edit, then select the Trash Can button pops up above the table.
    Work Hub_In Progress_Checkbox_Trash Can.png
  2. As soon as the trash can is selected, a pop-up will confirm that you wish to delete the task, which will say "Dispatch" regardless of the task type. Click Save to confirm and the task will be deleted.
    Work Hub_In Progress Tab_Delete Dispatch pop-up.png

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