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Data changes in spreadsheets after task is completed

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  • Mike

    Hi Santiago!

    Welcome to the Community. 👋 And no need to be sorry, your questions are quite welcome. Happy to help.

    Question 1

    Are you looking to change the date of the Task itself? If so, you cannot change the date of a completed Task, though if you are the task owner (i.e. the person who created the Task) you could Restart the task and then Edit it to change the date, then mark it Complete again. Here's a Help article on that process but do let me know if you have any follow-ups.

    Question 2

    Are you looking here to send a message to some other members of your workspace about a pending change? If so, one option that comes to mind is creating a comment somewhere and direct mentioning them (i.e. @user or @group), which will send them an email notification. Here's an article on that process too. Let me know as well if I've completely missed the mark here or you have any follow-ups.

    Thanks again for your questions and have a great day!

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  • Santiago Carmona

    Sorry for delaying in the reply. I had a mistake typing the question

    1. Our concern is in how track possible changes made for the users who collect the ESG data, after task is ended. Users will have access to Workiva platform even when the task is done, so they could modify data in the document. How do ESG team know the changes made for the users after tasks are ended?
     
    Obviously, if we remove permissions over the documents just when the task is ended, users can´t modifty data. Will be the best practice?
     
    In our case, we have hundreds of users collecting data and then ESG team (4-5 people) must to validate the data and publish to Flat File -> … -> Factbook-> Reporting.

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