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Delete a Task
Updated over 6 months ago

How to remove a task from a case file.

From the Tasks Tab on a Case

  • Navigate to the Tasks Tab in the open case.

  • Find the task you want to delete.

  • Click the arrow at the end of the task row.

  • Select Delete.

  • The task will be deleted from the case and all task lists.

From the Task Management Page

  • Navigate to the Task Management page either by clicking the checked box icon in the top green bar or click Tasks on the left menu.

  • Find the task you want to delete.

  • Click the arrow at the end of the task row.

  • Select Delete.

  • The task will be deleted from the case and all task lists.

  • If the option to delete is not available, your firm administrator can grant the User is Allowed to Delete Tasks permission.

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