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.
Visit the task you want to edit
Update its info (or delete it)
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
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
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
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
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
How to Restore a Note
Step 1. Click on the note you want to restore
Step 2.. Click on Restore
How to Bulk Delete Notes
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?
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