Mass Tasks Wizard: Deleting


Tasks previously created with the Mass Tasks Wizard can be deleted in bulk. This only applies to tasks created using the wizard; individually created tasks cannot be deleted here.

To delete existing tasks:

  1. Click Associates > Tasks > Mass Tasks Wizard, then click Next.
  2. Select Edit Existing Tasks, use the drop-down to select the group of tasks you wish to delete, check the Delete Incomplete Tasks option, then click Next and Finish.
  3. Incomplete tasks from this group will be deleted. Note that completed tasks will not be deleted.
Updated on Tue, 22 Apr 2025 by Dominick Mastri

Glad we could be helpful. Thanks for the feedback.

Sorry we couldn't be helpful. Your feedback will help us improve this article.

How helpful was this page?