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Deleting Tasks in the Task Manager

Article: 000050847
Updated: July 9, 2024

The Task Manager is available on any page with direct access from the Launchpad. Learn how to delete a task directly in the Task Manager.

Article Contents


Users:
Administrators✓ 
Company Managers✓ 
Marketing Managers✓ 
Sales Managers✓ 
Salespersons✓ 
Jr. Salespersons✓ 

Delete a Task

You can delete tasks you no longer need, including completed tasks.

To delete tasks, do the following:

  1. Hover over a task in the Task Manager window.
  2. Click  12more.png  Options > Delete Task.

    Delete Task

     

  3. Click Delete in the modal window that appears.

    Confirm deletion

     

Be aware that deleting tasks is a permanent action. Any notes associated with the task will also be deleted.

 

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