---
title: "Viewing & Editing a Task"
slug: "viewing-amp-editing-a-task-1"
updated: 2026-09-17T19:23:41Z
published: 2026-09-23T13:09:04Z
canonical: "wiki.cobblestonesoftware.com/viewing-amp-editing-a-task-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Viewing & Editing a Task

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Viewing & Editing a Task**

*08. End Users: Tasks › Contract Tasks › Viewing & Editing a Task*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

A task's full configuration — assignment, **due**/**reminder** timing, and what happens when it's answered — is reached through **Edit** on its row in a workflow's **Tasks** tab; on a record itself, the same task is viewed and acted on from the **Tasks and Workflows** section of the **Tasks & Emails** tab, reached via **My Tasks** or a record's **Notices and alerts** link.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789672998534.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789672696832.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789672770282.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789672838859.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789672864747.png)

# 2. Key Elements

- Workflow → **Tasks** tab → **Edit** opens that task's configuration: name, **Assigned To**, **Due**, **Reminder**, and **When Answered**
- On a record, the task itself is reached via **Tasks & Emails** → **Tasks and Workflows**
- **My Tasks** (Home) and a record's **Notices and alerts** panel both link into that same record-level task view
- Editing a task's **When Answered** rules changes what field updates or documents fire the next time it's completed or rejected