Deleting Tasks


Tasks previously created with the Mass Tasks Wizard can be deleted en masse.  Note this only works for tasks created in this way; 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 task group will be deleted.  Note that completed tasks will not be deleted.
Updated on Mon, 23 Aug 2021 by Angela Chiaravalle

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