If a task wasn't completed within its original time frame, you can edit it to reassign it: give it a new date or time, change the user, or modify other details.
💡 What do I need to do?
If you need to... | Do this |
Give more time to an overdue task | Edit the task and change the Start date or the Task duration in hours |
Change the user, the form, or the location | Edit the task from the Actions column |
Have the user receive another notice about the task | Use the notify icon in the Actions column. It's sent only as an app notification |
Change many tasks at once | Import them from the Excel file using each task's ID |
Change a task that repeats | Choose whether the change applies to Only this task or This and the following tasks |
⚠️ Before reassigning
If the task is overdue and late responses aren't allowed, the user can no longer complete it. When you reassign it with a new time frame, it becomes available again.
Completed tasks can't be edited. In the list, the edit pencil appears disabled.
Tasks in progress can't be edited. For example, if you create a voluntary task and the user accepts it, you won't be able to make changes to it afterward.
💡 To prevent a task from becoming overdue without being able to be answered, turn on the Allow responses after the deadline checkbox when creating it.
📌 How do I reassign a task?
Log in to the DataScope Web Platform.
Go to Task Assignments.
Find the task. You'll see the tasks according to the applied filters, and a 15-day range is shown by default. Tasks with Incomplete status are those that ran out of time without being completed. You can find them with the Status filter.
In the Actions column, select the pencil to edit the task.
Change the Start date or the Task duration in hours to define the new time frame.
Save the changes.
The task becomes available again for the user in Assigned Tasks in the app, and they can also complete it from the Web Platform.
To learn about task statuses, see: How do I assign a task to a user in DataScope?
To learn how to complete a task, see: How do I complete a task in DataScope?
✏️ Other changes to the task
These same steps work to modify any of the task's details, such as the user, the form, the location, the date, or the time.
🔔 Notifying the user again
From the Task Assignments list, you can use the notify icon in the Actions column so the user is notified again about the assigned task.
This notice is sent as an app notification, not by email.
🔁 Tasks that repeat
When you edit or delete a task created with a frequency, you choose whether the change applies to:
Only this task.
This and the following tasks.
Tasks that have already been answered or have already passed are not modified.
To learn more, see the section on tasks with frequency in: How do I assign a task to a user in DataScope?
📥 Need to change many tasks?
With bulk import, you can update existing tasks: if a row's ID matches an existing task, the row updates it. If the task is in progress or completed, the ID can't be reused.
To learn how to do it, see: How do I import tasks in bulk?
❓ Frequently asked questions
How do I give more time to an overdue task? Edit the task from the Actions column and change the Start date or the Task duration in hours.
Why can't I edit a task? If the task is completed, the edit pencil appears disabled. Tasks in progress can't be edited either, for example a voluntary task the user has already accepted.
Can I change a task's user? Yes. Edit the task and modify the user.
What happens if I edit a task that repeats? You choose whether the change applies to just that task or to that one and the following ones. Tasks already answered or that have already passed are not modified.
Does the manual notice arrive by email? No. The notify icon in the Actions column sends an app notification, not an email.
Can I change many tasks at once? Yes. With bulk import, using each existing task's ID.