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:

  1. Visit the task you want to edit

  2. Update its info (or delete it)

  3. You can restore a deleted task so long as you created it or you are an admin

How To Edit a Task

Step 1. Click on the note you want to edit

Click on the note you want to edit or delete

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

Click on Edit

Edit the note title

Click on any fields you want to update

Edit the due date to make the note actionable

Click on Jun 1, 09:00 AM

How to delete a Task

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

Click on Delete

How to View and Restore Deleted Tasks (only admins and creators can restore deleted tasks)

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

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Step 2. Click on the Deleted filter option

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Step 3. Click on yes

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

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How to Restore a Note

Step 1. Click on the note you want to restore

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Step 2.. Click on Restore

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How to Bulk Delete Notes

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

Check one or more notes you want to delete
Check Select note

Step 2. Click on Actions

Click on Actions

Step 3. Click on Delete Notes

Click on Delete Notes

Still Need Help?

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