Deleting Tasks

To delete tasks, follow these steps:

Only the creator of the task, the assigned party of the task, and the CRM owner can delete tasks.

1

Delete Task

1. Go to "List" on the side menu.

2. Locate the task you want to delete.

3. Click the "Delete" icon.

   

2

Confirm Action

1. A confirmation popup will appear.

2. Click "Confirm" to proceed with the deletion.

3

No Permissions to Delete

1. Only the creator of the task, the assigned party of the task, and the CRM owner can delete tasks.

2. Otherwise, you will not be able to see the "Delete" icon.