Learn how to edit a task in the audit plan.
Navigate to the audit plan
- Select the MindBridge icon in the sidebar to go to the Organizations page.
- Select View in line with the desired organization, or click anywhere in the organization row to go to the Engagements page.
- Open the sidebar and select Audit Plan.
- Select the analysis type you wish to view: General Ledger, Accounts Payable, or Accounts Receivable.
Edit an individual task
- Beneath the graph, select View Details in line with the task you want to edit.
You will go to the Task Details page.
- Open the Actions menu.
- Select Edit.
A pop-up window appears.
- Make any necessary edits to the information provided when the task was created.
- Save your changes to go back to the Task Details page.