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How to delete a task

Nastassia Reicher avatar
Written by Nastassia Reicher
Updated over a month ago

If a task is no longer needed, you can delete it. Deleted tasks are removed from the Tasks page.


Deleting a Task

  1. Locate the task you want to update (from Tasks page, or deal/contact/company)

  2. Click directly on the task or the "..." (More) menu beside the task & delete.

  3. Confirm deletion when prompted.

๐Ÿ’ก Pro tip: Use delete only when a task is no longer relevant. If youโ€™ve completed the task, mark it as Complete instead so the history stays visible.

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