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Modify Task Recipient Configuration

You can update task recipient using the Quick Tasks Setup template.

  1. On the Practice Configuration template, scroll to the Quick Task section.
  2. Select the Launch Quick Task link.
    The Quick Tasks Setup template opens.
  3. Select a row in the grid.
    The data fills in the corresponding fields above the grid.
  4. Make relevant edits in the applicable fields.
  5. Select Update.
    The modified data updates in the grid.
  6. Select Save & Close.
Modify Task Recipient Configuration