Locking tasks to prevent them from being edited or deleted

You can lock tasks to prevent them from being edited, deleted, and moved around the whiteboard. You may wish to do this to prevent contractors and subcontractors from changing the details of tasks that you have created without your consent. Once a task is locked, users can view details of the task on the Edit Task dialog, but they cannot edit the task's details, delete it, or move it around the whiteboard.

Locked tasks are identified on the Pull Plan Tasks page with a Padlock symbol.

If you need to edit a task that has been locked, you can unlock it.

To lock a task:

  1. Edit the task that you want to lock. You can do this by clicking a downward-pointing arrow at the bottom-right of a task on the whiteboard and selecting Edit Task, or by clicking a task on the Pull Plan Tasks page. The Edit Task dialog appears.
  2. Click the Locked toggle at the bottom-right of the dialog.
  3. Click Save.

You can lock more than one task in a pull plan at the same time by editing multiple tasks and selecting the Locked toggle on the Task Details tab of the Edit Multiple Tasks dialog.

You can also lock a task at the same time as creating it, by clicking the Locked toggle at the bottom-right of the New Task dialog.

To unlock a task:

  1. Edit the task that you want to unlock. You can do this by clicking a downward-pointing arrow at the bottom-right of a task on the whiteboard and selecting Edit Task, or by clicking a task on the Pull Plan Tasks page. The Edit Task dialog appears.
  2. Turn off the Locked toggle at the bottom-right of the dialog.
  3. Click Save.

You can unlock more than one task in a pull plan at the same time by editing multiple tasks and turning off the Locked toggle on the Task Details tab of the Edit Multiple Tasks dialog.

You can configure Asta Connect to lock tasks automatically as soon as they are completed. You may wish to do this to preserve an accurate record of work that has been done, by preventing users from changing details of tasks that have been completed.

As well as locking tasks, you can lock a pull plan's entire whiteboard to prevent it and all of the pull plan's tasks from being edited. You may wish to do this to prevent contractors and subcontractors from changing the details of pull plans without your consent.

Related Topics:

Using a whiteboard to manage pull plans

Creating tasks in a pull plan

Viewing and editing task details in a pull plan

Configuring project settings

Editing and moving multiple pull plan tasks at the same time