Editing Tasks after Completion
When a Team Member has marked a Task as complete, only they and the Manager/Client Admin can change that status. The Team Member can uncheck the box and the Task will move back to the To Do section, where they can complete additional work or add more comments before completing.
A Manager/Client Admin can also edit a completed task by:
1. unchecking the 'Complete' box- a pop up box will appear to confirm that the Task should be set as "To do" If you have changed your mind, you can hit Cancel and the Task will remain in the Completed Section.
You can provide a comment in the comment box, select someone to email the comment to, and then hit Send and Edit. That will send the email to the selected Team Member and allow you to edit the Task and save it.
You can use this when you want to let the original Team Member know that you want changes in the Task. They will receive an email with your comments. You will also be able to edit the Task itself, and when they access the Task on Phundex, they will see the new instructions.
Alternatively, you may not want to comment or send an email, so leave the comment box empty, don't select anyone and then hit Skip and Edit. That will allow you to edit the Task and save it.
You can use this to make changes to the Task and then assign the Task to a new Team Member. Phundex will automatically send an email alert to the new assignee to let them know that they have a new Task.
