Edit a live workflow: name, entities, obligations and tasks

Open Workflows and open the workflow.

Open Actions and select Rename. Type the new name, and save.

Open Actions and select Edit entities. This opens step 1 of the workflow.

When obligations of the selected entities were added, or changed status, after the workflow started, Loctax suggests the changes here. Select Dismiss to ignore them, or Update all to add them.

To add an entity, open Obligations, search for it, select it, and save. To take an entity out, select the cross next to it.

Select Save. Tasks are created for the entities you added, and their assignees receive an email. Then check the due dates, assignees and approvers of the new tasks.

Open Actions and select Edit tasks.

Select a task and change what you need, such as its Task due date, then save.

Loctax updates all tasks of the workflow, except the completed ones: they stay as they are.