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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)