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Edit a task

  • Updated


Learn how to edit a task in the audit plan.

Go to the Audit Plan

  1. When you are within an engagement, select the menu icon ( Sidebar_open-close_icon ) to open the MindBridge sidebar from any page.
  2. Select Audit Plan ( Audit_Plan_icon ).
    You will go to the Audit Plan page.
  3. Select the analysis type* you want to see:
    • General Ledger
    • Accounts Payable
    • Accounts Receivable

Tasks for each respective analysis type will appear below.

*Note: You will only see analysis types for which you have created tasks.

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.

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