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 task column of the note you want to edit

Step 2. Click on any fields you want to update- you can edit the task description, task title, task status, deadline, repeats, teammate assignment, tags,

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

Still Need Help?

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