Manage tasks

Use the Tasks page to keep reusable task definitions current without changing completed work.

Find and edit a task

1. Open Tasks.
2. Use Search tasks... or the All Types filter to find the task.
3. Open the task action menu and choose the edit action.
4. Update the settings and select Save Changes.

Duplicate or delete a task

1. Open the task action menu for the task.
2. Choose the duplicate action to make an editable copy, or choose delete and confirm the dialog.
3. Update workflows deliberately after changing the task library.

Expected result

Edits and duplicates affect reusable definitions for future workflow runs. Existing history remains unchanged.

Errors and limits

If a task cannot load, close the editor and try again. Before deleting a task, remove or replace it in workflows where you still need that step; a workflow builder reports missing task blueprint data when a saved selected step is no longer valid.

Related links

• Understand tasks
• Build a workflow
• Workflow failures