Edit an existing scheduled task (automation)

Objective

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Update the editable settings for an existing scheduled task.

Solution

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You can update the schedule and notification settings for an existing scheduled task. To change the processing criteria or processing settings, delete the task and create a new automation with the updated selections.

You can update:

• Task name
• Next run date/time
• Recurrence 
• Email reminder selection

You can't update:

• Processing criteria and settings selected for a tuition posting task (Post Later)
• Processing criteria and settings selected for an ePayment processing task (Process Later)

To change any criteria or processing settings, delete the task and create a new automation (tuition or ePayment) with the updated selections.

To edit a scheduled task:

1. Go to the Transactions menu > Automation > Task Management.
2. Click the Row Actions (3 dots) icon for the task to be updated and select Edit.
3. Update the editable fields as needed and click Next.
4. Optionally update the email reminder selection.
5. Click Save.

⚙️ User Permissions may limit access to this feature or functionality.