Reopen a completed task
Sometimes a task was completed too early, or information arrives late. The assignee, an approver or anyone with edit rights can reopen it.
Open the completed task.
Select the arrow next to Task completed and choose Reopen task. You'll find the same option in the menu at the top of the task.
When you reopen a task with a form, Loctax archives the original with its full activity history and creates a new task prefilled with the current data.
If the task belongs to a completed workflow, the workflow is reopened too.
The task now appears in the Reopened quick view.
Cancel a request for approval
You can take back a task you submitted for approval, as long as the approver hasn't approved it or requested changes yet.
Open the task.
Select Cancel approval request. The task returns to you, ready to be submitted again.
A cancellation isn't recorded as a rejection. The activity notes it, and the assignee, creator and approvers are notified.