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Delete Multiple Tasks At Once From Task Management Screen
Delete Multiple Tasks At Once From Task Management Screen
Updated over 6 months ago

How to mass delete tasks from the Task Management Screen.

  • Click on the checkbox icon at the top right corner of your account.

  • In the Task Management Center, use the checkboxes in line with each task to select multiple tasks at once to delete. After selecting the tasks, click on the three dots located under the Search Bar.

  • Select Delete.

  • NOTE: This action cannot be undone.

  • 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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