Tasks
Send a task back for changes
Admins & staff
Tell the client what to fix on a submitted task so they can try again.
Where:SidebarTasksTask name
- Select Tasks in the sidebar and choose Submitted from the status list.
- Select the task, then select Go To Task.
- Select Needs Changes.
- In Request Changes, describe what needs to change.
- Select Send Back.
Good to know
- You must enter a reason before Send Back becomes available, and Hydi includes it in its message to the client.
- The task moves to Needs changes, the client can edit and submit it again, and reminders carry on for it.
- A submitted form goes back to the client for editing with their answers kept, and a task that needs a signature must be signed again.
Related
- Review and approve a submissionCheck what a client submitted and mark the task as completed.
- Send a task reminder nowRemind the client about one task now, without waiting for the next scheduled reminder.
- See a task's historySee who did what on a task and when, from creation to completion.
- See what a client sees when you ask for changesSee how Hydi tells a client a task needs changes and what they can do about it.