You can delete any tasks that are no longer needed. Once you have deleted a task, that task will no longer be available to add to jobs.
If you delete a task that has already been added to a job, the task remains in the job and staff time can still be written against it.
To delete a task:
- On the toolbar click the Settings
icon.
- On the General Settings tab, make sure that the Tasks section is selected.
- On the Tasks screen (All Tasks), make sure that the Tasks List tab is selected.
- (optional) In the Search box, start typing any part of the name of the task you wish to delete. Tasks with names that match the text you have typed are listed.
- Drill down on the name of the task you wish to delete.
- At the bottom of Editing Task screen, click Delete Task and confirm deletion.