Applies to: All (Users, Managers, & Admins)

If you are the creator of a task, you can edit all of a task's details at any time or delete it. Admins can also edit or delete any task. You can also bulk delete notes & tasks, and restore them any time.

Solution Overview:

Step 1. Click on the note you want to edit

Step 2. Click on any fields you want to update - here, we've decided to edit the title and due date

Edit the note title

Edit the due date to make the note actionable

You can delete a task so long as you are an admin or the creator of the task. These same users can also restore a task.

Step 1. Click on Delete at the top of the task

Step 1. Click on More filters on your Notes and Tasks list

Step 2. Click on the Deleted filter option

Step 3. Click on yes

Step 5. Click on Done - you'll see all the Notes that have previously been deleted

Step 1. Click on the note you want to restore

Step 2.. Click on Restore

Step 1. Check one or more notes you want to delete

Step 2. Click on Actions

Step 3. Click on Delete Notes

Still Need Help?

We are happy to assist you with more 1:1 direction. Reach out to us on our live chat!