Edit Tasks

When you edit a task, Dayforce applies the changes that you make to all of the locations assigned to the task. For example, to edit task completion for all locations, you could edit it at the task level, rather than having to make the edit for each location individually.

Note: If you aren’t the task creator, you might be able to edit a subset of task settings. In these cases, Dayforce applies your changes only to locations at and below the level or org hierarchy that you’re assigned access to. For more information, contact your system administrator.

To edit tasks:

1. Go to Task Management and, in the List View tab, select the task that you want to edit.
2. Click Edit.
3. In the Edit Task wizard that opens, do the following:
   1. In the General screen, update any necessary properties. These properties (with the exception of the Override Existing Statuses checkbox), are identical to the properties that are shown when you create an ad hoc task. See Configure the Task’s General Properties. If you edit the task status and want the change to update all locations, select the Override Existing Statuses checkbox.
   2. Click Next.
   3. In the Budgeted Time screen, update any necessary settings. These properties are identical to the properties that are shown when you configure a new task’s budgeted time. See Configure the Task’s Budgeted Time. If you edit the budgeted time for a task and want the change to update all locations, select the Override existing budgeted time checkbox.
   4. Click Next.
   5. In the Assigned Locations screen, do any of the following:
      • To add a location to the task, select the location’s checkbox.
      • To remove a location from a task, clear location’s checkbox.
   6. Click Next and, in the Confirmation screen, click Complete.