How do I edit or delete a task?

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

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?

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