Automations
Edit, pause and retire roster tasks
Control when an existing responsibility runs and retain its history.
Before you begin
- Sign in to Eva and select the intended project.
- Use fictional records when practising; changes affect the selected business.
Starting screen: /dashboard/roster
1. Open a task preview
Select the task in Roster calendar.
Expected result: The task preview displays its title and available actions.
Confirm it worked: Verify the selected title before editing.
2. Edit its configuration
Choose Edit roster task, update Title or schedule/delivery fields and click Save task.
Expected result: Roster task updated. appears.
Confirm it worked: Reload and reopen the task to confirm your changes.
3. Pause and resume
Choose Pause roster task. Open the Paused tab, select the task and choose Resume roster task when ready.
Expected result: The task moves between paused and active states.
Confirm it worked: Check the Active tab after resuming.
4. Retire a responsibility
From the preview choose Delete roster task when the responsibility is no longer needed.
Expected result: The roster task is archived rather than continuing to run.
Confirm it worked: It no longer appears as an active responsibility; prior work history remains the audit reference.
Troubleshooting and alternatives
The preview can close when the calendar scrolls; reopen the correct task before acting.
Run roster task now initiates actual work. Use it only when you intend to execute the review and understand its configured delivery policy.