Edit or cancel tasks and export the list

Status: draft content. Full workflow verification and key-step screenshots are pending.

Updated: 2026-11-06. Purpose: Edit or cancel tasks and export the list。

Roles

OWNER / ADMIN

Before you start

Editing requires a task in an active plan with no started execution or audit content.

Entry: /audits

Steps

1. Choose Edit task from its three-dot menu. Adjust the template, auditor, optional location and execution window.
2. Enter the required operation reason and confirm. The original task is cancelled and a replacement is created.
3. To cancel a task, use its cancellation action and provide a reason. Use the list export action for all filtered results.

Expected result

Replacement history and reasons are retained. CSV export covers the full filtered scope.

Notes

Editing does not change the planned date. Windows must be within 2000–2100, at most 733 calendar days, with end not before start. Reasons require 1–1,000 characters. Demo export is disabled.

Related guides

• Find audit tasks and review records
• Start, save, and submit an audit