At times, you may need to delete tasks you've assigned to matters. 

Deleting Tasks

To do this:

1. In Actionstep, complete one of the following to find the task you want to delete:
   • Click Tasks in the main menu. Then select the type of task you are searching for (e.g., Incomplete, Due Today, Overdue, etc.).
     
   • Edit a matter. Then click the Tasks menu icon. The task list appears.
     
2. Select the checkbox for one or more of the tasks you want to delete.
3. Click Delete.
   The Delete Record window appears.
4. Enter a Reason for deletion.
5. Click Delete. The task is deleted. 

How-To Video

Additional Resources:

• About Actionstep Tasks
• Adding a Task
• Editing or Reassigning a Task
• Viewing Tasks

Updated April 14, 2026 15:56