Managing Task Lists
Use Task Lists to group tasks, add new tasks, edit existing ones, export results, and remove lists or tasks you no longer need.
How do I add a task list?
Go to Modules > Tasks > Task Lists.
Click Add Task List.
Enter the Task List title.
Add a description if needed in Description.
Choose the audiences for the list using Groups Segmentation and, if available, Teams Segmentation.
Turn Enabled on or off.
Click Create.
How do I edit a task list?
Go to Modules > Tasks > Task Lists.
Select the task list you want to change.
Click Edit.
Update the Task List title, description, segmentation, or Enabled status.
Click Update.
How do I add or change tasks in a task list?
Open the task list from Task Lists.
In the Tasks section, click New Task.
Enter the Task title and add the task details.
Click Create.
To change a task, search for it with Search tasks..., then click Edit Task.
To remove a task, click Delete Task and confirm the deletion.
How do I export task list results?
Go to Modules > Tasks > Task Lists.
Find the list you want.
Open the actions menu for that list.
Click Export Results.
How do I delete a task list?
Go to Modules > Tasks > Task Lists.
Open the task list you want to remove.
Click Delete.
Confirm the deletion.