Runbook tasks

Need some help managing your runbooks tasks within Onwardly? This article will show you how to create, edit and delete a runbook task for your Onwardly program.

Login to Onwardly.
On the Dashboard page, click on the Runbooks tab located on the left of the page under the Resources section. This will take you to the Runbooks page.
On the Runbooks page, click on the name of the runbook you want to add tasks to.
On the runbook's page, click New task for runbook located on the left of the page. This will take you to Create a new task page.
Enter the details of the new task for your runbook into the provided boxes. These include:
1. Name
2. Notes
3. Assign tasks to
4. Program selection
Once the details have been entered click Create to add a new task to your runbook.

Login to Onwardly.
On the Dashboard page, click on the Runbooks tab located on the left of the page under the Resources section. This will take you to the Runbooks page.
On the Runbooks page, click on the name of the runbook you wish to edit. This will take you to the runbook's page.
On the runbook's page, click on the name of the task that you wish to edit. This will take you to the edit runbook task page.
Enter the details of the task into the provided boxes that you wish to edit. These include:
1. Name
2. Notes
3. Assign tasks to
4. Program selection
Once the runbooks task details have been edited, click Save to update your changes to the runbooks task.

Login to Onwardly.
On the Dashboard page, click on the Runbooks tab located on the left of the page under the Resources section. This will take you to the Runbooks page.
On the Runbooks page, click on the name of the runbook you wish to edit. This will take you to the runbook's page.
On your runbook's page, click Delete located on the right of the page for the runbook task you wish to delete.
Click on Delete to remove the runbook task from your runbook.