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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Contracts

Tasks

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Editing a Task

You can edit a task by changing the task's description and updating the start date and/or due date. However, you cannot change the task owner (person originally assigned the responsibility of completing the task). As a workaround, the original task can be completed by the person who created the task, and then they could create a new task.

Tip:

You can also edit a task by clicking a task record in the Upcoming Tasks portlet in your Dashboard, which will direct you to the Tasks screen in the Company, Contract, or Project Profile.

  1. Open the Company, Contract, or Project Profile with the task that needs to be edited.
  2. In the Links section of the Profile, click the Tasks link.
  3. In the Tasks screen, locate the task by scrolling through the list or sorting the tasks.
  4. Update the information in any of the following fields for an existing task:
    • Task Subject - click in the field and type over the existing text.
    • Start Date and Due Date fields - click in the field and type over the existing date, or click the calendar icon to use the calendar to select the new date.
    • The Task Owner, Task Created By, and Task Created On fields are not editable.
  5. (Optional) Edit the tasks for a company, contract, or project by:
    • Adding a task
    • Adding a task list
    • Completing a task
    • Reopening a task
    • Rescheduling a task
User Guide
Contracts

January 2, 2025