{% extends "ui/templates/base/layout.html" %} {% block content %}

Edit Firm Task Template

{{ service.service_code }} ยท {{ service.service_name }}

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This role receives the task first. If unavailable, another eligible role can be used.

Eligible Roles

Select every role allowed to perform this task. For Manager or Partner, select both.

{% set eligible_text = task.eligible_role_names or task.default_role_name or '' %}
{% for role in task_execution_roles %} {% endfor %}
Structured Checklist Response

Configure this task as an auditable checklist item. Normal tasks can keep Response Type as None.

AQMM / Quality Control Tagging

Use these only for tasks that should become part of the assurance engagement quality checklist. Non-assurance engagements will continue using the normal task flow.

Existing Open Engagements

Optional. Add missing tasks and refresh pending/not-started task role/assignee from the current firm template. Completed/history stays unchanged.

To deactivate this task, untick Active and save. No hard delete is used.
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{% endblock %}