How To Delete Tasks

Created by Belinda Henry, Modified on Sat, Jul 8, 2023 at 6:07 PM by Belinda Henry

Tasks are a great way to keep track of things that need to be done, especially if you have many moving parts in your account. They can help ensure that nothing falls through the cracks and that every lead is followed up with.

You can also see details about the Tasks, such as:

Title of the Task
Description of the Task
Who the Task is Assign to
And the Due date

Here's how to Delete new tasks:

Navigating To The Contact Details Tab - Tasks - Step 01

Click "Contacts"

Navigating To The Contact Details Tab - Tasks - Step 02

Select the contact(s) for which you wish to delete a task.

Navigating To The Contact Details Tab - Tasks - Step 03

Click "Task"

How To Delete Tasks - Step 01

Click the "Delete" icon here.