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How to Add or Edit Tasks

Tasks can be added, edited, and removed from Projects in Pruvan Online.  You will not be able to make changes to a project if you do not have the correct permissions.

How to Add Tasks

  1. Log in to Pruvan Online
  2. Click on Projects
  3. Locate the Project you want to edit
  4. Select the Project
  5. Click Edit
  6. Click Tasks
  7. Enter a Task Name
    • Optionally enter a Survey Template ID and / or Instructions
  8. Click Add Task
  9. Click Save

 

How to Edit Tasks

You can edit a task by changing the task instructions, or changing / removing / adding a survey template id.  You can not change the task name; in order to do that you will need to remove the task and add a new one with the desired name.

  1. Log in to Pruvan Online
  2. Click on Projects
  3. Locate the Project you want to edit
  4. Select the Project
  5. Click Edit
  6. Click Tasks
  7. Find the Task you wish to Edit
  8. Click the Pencil icon
  9. Make the appropriate changes
  10. Click Accept
  11. Click Save

How to Remove Tasks

  1. Log in to Pruvan Online
  2. Click on Projects
  3. Locate the Project you want to edit
  4. Select the Project
  5. Click Edit
  6. Click Tasks
  7. Find the Task you wish to Remove
  8. Click the red X icon
  9. Click Save

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