After creating a task group, you may need to add or edit its metadata or associated tasks. Task group metadata is background information about its origin, like authors, project location, or watchers. Task information, like assignees and scheduled dates, is specific to individual tasks in a workflow. This article explains how to:

Getting started

Before editing a task group, ensure you have at least one task group created. To create a task group, visit Creating task groups.

Edit task group metadata

After creating a task group, you might need to change its metadata. For example, if you created the task group on behalf of another user, or another team becomes responsible for it.

To edit task group metadata:

  1. Click the Workflows icon in the left-side menu and select the task group to edit.

  2. Click Metadata at the top of the window.

  3. Hover over a metadata field and click the Pencil icon.

    • To change a project’s location, click the Move to folder icon in the top-right corner.

  4. After entering your edits, click ✔ to save your changes.

Edit a workflow task

After creating a task group, you might need to update a task’s status or assignee. For example, if a new user was assigned a task or if a task is scheduled or blocked.

To edit a task:

  1. Click the Workflows icon in the left-side menu, and select the task group to edit.

  2. Click Task Group at the top of the window.

  3. Click Edit in the Task table menu, then double-click the cell.

  4. After entering your edits, click Submit to save your changes.

Note: The Entry field is not editable.

Add tasks to a task group

As you progress through a task group, you may need to include additional tasks in the initial task group. For example, if you realize that an additional sample needs to be processed, you can add a task to include that sample in the task group.

To add tasks to an existing task group:

  1. Click the Workflows icon in the left-side menu, then select the workflow to edit.

  2. Click Task Group at the top of the window.

  3. Click the Edit button in the Task table menu.

  4. Double-click the horizontal stripes icon, then enter the number of tasks you need to add.

  5. Click Submit to save your changes.

Tip: When adding more rows to your table, you can click and drag the horizontal stripes icon down until you have the correct number of rows. This works best when adding small numbers of rows.

Related topics

Creating task groups

Executing and completing workflow tasks

Workflows overview

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