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How to delete tasks

Delete tasks, tasks, remove tasks

Updated over a month ago

Edition: Professional, Business, Enterprise

User-level: Project manager, Director, Assistant Administrator, System Administrator

Previous steps: How to create a task

Delete tasks that have been added in error.


From the project:

  1. Project menu > Plan > Work breakdown

  2. If the project is in delivery mode, you will need to select 'Edit' in the top right hand corner

  3. Open the stage the task you want to delete is under by selecting the arrow on the left hand side

  4. Hover over the task and select the red x on the right hand side

  5. Save in the top right

The task will be removed from the work breakdown.


Tips!

  • You can only delete tasks that have no transactions attached in the timesheet or expenses. If transactions have been assigned to the task, it will be locked and needs to be transferred to a new stage before it can be deleted.


Where to next?

Tasks overview

What other features does this relate to?

Work breakdown overview

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