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Edit a task

Article author
Jonathon Plowman-Samson
  • Updated

Summary 

Learn how to edit a task in the audit plan.

Navigate to the audit plan

  1. Select the MindBridge icon in the sidebar to go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row to go to the Engagements page.
  3. Open the sidebar and select Audit Plan.
  4. Select the analysis type you wish to view: General Ledger, Accounts Payable, or Accounts Receivable.

Edit tasks

Edit an individual task

  1. Beneath the graph, select View Details in line with the task you want to edit.
    You will go to the Task Details page.
  2. Open the Actions menu.
  3. Select Edit.
    A pop-up window appears.
  4. Make any necessary edits to the information provided when the task was created.
  5. Save your changes to go back to the Task Details page.

Anything else on your mind?
Log in to MindBridge to chat with us, submit a request, or reach out to your assigned Customer Success Manager.

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