---
title: "Editing a task on a single loan"
slug: "43-editing-a-task-on-a-single-loan"
updated: 2026-11-02T18:41:51Z
published: 2026-11-02T18:32:29Z
canonical: "docs.thebigpos.com/43-editing-a-task-on-a-single-loan"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thebigpos.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Editing a task on a single loan

Tasks can now be edited for a single loan. Changes no longer reach back into the shared task definition or shift dates on anyone else's files.

## Where it lives

The loan's **Tasks** tab. Each task row carries its own due date, and outstanding business-rule tasks now offer **Edit**.

## Adding a task

**Add Task** is the single route to creating a task on a loan, and **Import from Template** is the single route to bringing one in from a template. The earlier split entry points are gone. Both open in the standard side panel, the same one used by **Edit Task** and **Task Details**, with **Cancel** and **Save** always visible at the bottom.

## Per-task due dates

Each task has its own due date instead of inheriting one from the template. Editing a due date from the Tasks table changes that task on that loan only, and the edit form opens on exactly the date the table is showing. A task stays due for the whole of its due day and turns overdue at the next midnight.

## Editing a rule-generated task

**Edit** on an outstanding rule task lets you change its name, description, weight and due date for that loan. The shared definition and every other loan are untouched. The form shows only the fields that are allowed to differ per loan, so there is no risk of changing something global by accident.

## Changing several at once

Select any number of tasks in the Tasks table and use **Update Due Date** from the bulk selection bar. You pick one date and confirm, and each task reports its own result — anything that could not be moved is named rather than silently skipped. For everything else the bulk bar can do, see article 08, bulk task actions.

## Worth knowing

If you previously worked around edits not saving by re-editing rule tasks, review those tasks. Edits made from the Rules screen now save properly, so an old workaround may be producing a duplicate.