Deleting a Task

Created by Allison Cloyd, Modified on Thu, 29 Dec 2022 at 07:16 PM by Robert Butler

This article will walk you through the multiple ways of finding your tasks and how to delete them.

Ways to Find a Task to Delete

  • Tasks Menu
    Navigate to Tasks in the top menu, and then depending on who the task that you're looking for is assigned to, will determine which list you click into next.
    Tasks menu

  • Within a Matter
    Use the search bar to search for and open your matter, then click on the 'Tasks' tab
    Tasks tab on a matter

Deleting a Task

  1. Select one or multiple tasks that you would like to delete
  2. Select 'Delete' in the menu
    Bulk delete tasks
  3. Enter a reason for deletion
    Deletion confirmation screen
  4. Click the 'Delete' button

 

Related Articles:

- Adding a Task

- Editing a Task