Project templates

Edit a template: Tasks

Add, reorder, and remove tasks in a template, and review status-linked and automated tasks before saving or discarding your changes.

Overview

The
Tasks
 tab is where you build and manage the ordered list of tasks that make up a project template. Each task is a step in the workflow. Each task is linked to a project status. When you complete a task, the project status updates to show current progress.
To add tasks to the template, select the
Add
 button. Once the tasks are in the list, you can:
  • Use the up and down arrow buttons in each row to reorder the items. Arrange them in the correct work sequence.
  • Select the bin icon in the row to remove the task from the template. The task remains in the system.
When you are happy with the task list, select
Save
. If you want to discard any changes, select
Cancel
.
note
Some tasks display a lightning bolt icon next to their name. This shows that a related action in Digita Personal Tax updates the task automatically.

This article applies to:

  • Product: Digita Personal Business and Trust Tax
  • Subject: Making Tax Digital (MTD)