Summary

Learn how to edit tasks in the audit plan.

Go to the Audit Plan

1. Select the logo in the MindBridge sidebar.
   You will go to the Organizations page.
2. Select View in line with the desired organization, or click anywhere in the organization row.
   You will go to the Engagements page.
3. On the Engagements page, select View in line with the desired engagement, or click anywhere in the engagement row.
   You will go to the engagement's Data page.
4. Select the Audit Plan icon ( ) in the MindBridge sidebar.
   You will go to the Audit Plan page.
   Each tab on this page represents an analysis type*, and tasks are grouped within each tab.
5. Go to the tab associated with the tasks you and your team have created.

Tip: If you are already in an engagement, open the sidebar ( ) and select Audit plan ( ) to go there.

Edit a 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.

Select Cancel to discard your changes and go back to the Task Details page.

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