Edit or delete tasks

Edit or delete tasks

ℹ️ This feature is only accessible to Administrators, Test Plan Owners and Test Owners.

💡 Tip: Scenario testing also knowns as scenario analysis.

Editing and deleting tasks is a simple process that can help you keep your task list up to date and organised. Whether you need to make a small change or remove a task entirely, these steps will guide you through the process.

Edit a task

To edit a task, follow these simple steps:

  1. Navigate to the Scenario Testing tab to access all test plans and individual tests in the library.
    ​

  2. Click on the Actions Menu (three lines) next to a specific test plan or test and select View tasks.
    ​

  3. Locate the specific task in the right hand panel, click on the Actions Menu (three dots) on the right and select Edit.
    ​

  4. A new screen will display for editing the task. Make the necessary edits and click Save task.
    ​

⚠️Good to know: Changes made to test plan tasks will not be applied to its in-progress test tasks.

Delete a task

If you no longer need a task, you can easily delete it by following these steps:
​

  1. Navigate to the Scenario Testing tab to access all test plans and individual tests in the library.
    ​

  2. Click on the Actions Menu (three lines) next to a specific test plan or test and select View tasks.
    ​

  3. Locate the specific task in the right hand panel, click on the Actions Menu (three dots) on the right and select Delete task.

  4. A confirmation dialog will appear, prompting you to confirm the deletion before proceeding. Select Delete task.
    ​

⚠️ Good to know: When a test plan task is deleted, it will not disrupt tests that are in progress. Please note that the delete action cannot be undone, and the deleted task cannot be recovered.

    • Related Articles

    • Edit or delete test plans and tests

      ? Tip: Scenario testing also knowns as scenario analysis. As your business evolves, you may need to make changes to your test plans and tests. This article will guide you through the process of editing or deleting test plans and tests. Edit a test ...

    • Add, edit or delete an Accountability Sign Off task

      Add a Task Access Accountability Sign-off Tasks. Hover over, or click the Menu Options (hamburger) icon, then click the New Tasksoption. The New Task for Person (Entity) window displays, with Fields containing configured default values. Update fields ...

    • Event Task Form Field Workflow

      Now you can design and set custom workflows for Form Fields within each incident (Event) type via a task. These tasks can be assigned to any Position (use Blind task for Positions without security access to this record) - all with full audit tracking ...

    • How to Delete and Undelete an Event

      Deleting an Event Notes: Only Positions allocated to a Security Group that has been assigned ‘Edit’ Record Security Rights can delete an Event Record. Deleting an Event also deletes the associated Tasks, Attachments and History. This may have ...

    • Edit or delete Resource

      ℹ️ This feature is only accessible to Administrators. After adding resources, you can locate them in the Resources Library. Here, you can make edits, delete resources or view linked records. Edit a resource To make changes to resource, follow these ...