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
- On the left navigation, click Tasks > Tasks.
- Check the box next to the task(s) that you want to delete.
- At the top of the screen, click the trash can icon.
- Click Ok to confirm.
Within a Contact Record
- In the top navigation bar, use the search bar to quickly find your contact.
- Search by name, email, or phone number.
- Select the name of the contact to view contact information.
- Scroll down.
- Under the Open Tasks header, click the trash can icon.