In this video we show you how to edit templates and tasks in Process Bliss. 

To edit a template

Select "Templates" on the top menu bar and find the template you would like to edit. From here there are two methods of getting to the edit page:

1. Go to the right-hand side of the template row and select "Edit template" from the drop-down menu.

2. Select the template title and then press the "Edit template" button.

On the edit screen you can make any adjustments you like and they will be saved when you select "Publish update".

To edit a task

Select "Tasks" on the top menu bar and find the task you would like to edit. From here there are two methods of editing:

1. Go to the right-hand side of the task row and select "Edit" from the drop-down menu.

2. Select the task title to take you to the task. Select the "Edit" button at the top right of the page.

On the edit screen you can make any adjustments you like and they will be saved when you select "Publish update".

Useful Links:

Did this answer your question?