- Click the text of the task or expectation to open the edit toolbox
- Make your desired edits and click Save when finished.
Note: You cannot edit more than one task and/or expectation at one time.
- Continue below for additional resources:
- Documenting Work Processes
- Edit Title and Objective of Process
- Creating New Process Tools
- Editing Existing Process Tools
- Delete a Process Tool
- The Deleted Folder
- Archiving a Process Tool and the Archive Folder
- Printing and Downloading Process Tools
- Saving Process Tools
- Reordering Process Tools and Process Tool Items
- Inserting a Hyperlink
- Building Work Plans
- Deleting Tasks and Expectations
- Check Lists
- Scripts
- Upload Files
- Documents
- Custom Forms
- Policy Notes
- Video
- Audio
- Using AI to Build Process Tools