Can I Edit or Delete Workflow-created tasks and events?

  • Updated

Changing the date of a workflow-created task or event could have a cascading impact on other steps in the workflow.  You’ll be prompted to determine how dependent steps should be treated.

Editing workflow-created events in Outlook or iPhone

Editing workflow-created events outside of CARET Legal (in Outlook or on iPhone for instance) is not currently supported since there is no way to prompt the user to determine what to do with dependent steps.  When a change is detected from outside CARET Legal, the user will be notified via email to make the necessary change in CARET Legal instead.  The effected event will not be synchronized back to CARET Legal.


Capability is limited to Enterprise Plus & Enterprise Advance users.

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