How to Delete Tasks

Note
This process cannot be undone! 

There are two areas where you can delete a task:

• Within the task tab
• Within a contact record

Within the Task Tab

1. On the left navigation, click Tasks > Tasks or Tasks > Recurring Tasks. 
2. Check the box next to the task(s) that you want to delete. 
3. At the top of the page, click the trash can icon.
4. Click Ok to confirm.

Within a Contact Record

1. In the top navigation bar, use the search bar to quickly find your contact.
   • Search by name, email, or phone number.
2. Select the name of the contact to view contact information. 
3. Scroll down. 
4. Under the Open Tasks header, click the trash can icon.