Managing the Master Calendar
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      Editing Tasks as a CCO

      Learn how CCOs and their compliance team create and edit tasks in Smart RIA

       
      Role:  CCO, Compliance, Compliance Support, Compliance Consultant
      1. Navigate to Compliance >> Tasks Library / Compliance Calendar
      2. Scroll to the task you want to edit
      3. Click the pencil icon to the right of the task
      4. Edit the task detail fields
      5. Click Submit

      For more details about editing tasks, and the task detail fields, watch this short video (4:56).