Delete tasks

You may need to remove a task if, for example, it is no longer required or has been entered by mistake. This is possible in the Tasks view, but care should be taken before proceeding.

Caution Deleting tasks will remove the details from the diary and remove all reminders. However, you can view and reinstate deleted tasks.

To delete a task

1. In the Task view, select the task you want to remove.
2. On the Home tab, in the Edit group, click Delete.
• You can also right-click the task and select Delete.
• You can also press the DEL key.
• If the task is a recurring or multiple date task, you will be asked which dates you want to delete. Tick the dates to remove or click Select All to remove all occurrences.
• If the task has been assigned to multiple people, you will be asked which people you want to remove from the task. Tick the people to remove or click Select All to remove all occurrences.
3. Click Next. You will now be prompted to give a reason and description for removing the task.
4. In Reason, select the appropriate reason for deleting the task and type a description (optional) in the space provided.
5. Click Finish to confirm the deletion. The deleted task will be removed from the list.
• You can still see all deleted tasks if you click Show Deleted on the ribbon. They appear in grey text.

Tip You can also delete a task from within the Client and Matter Details screens. On the Diary tab, right-click a task and select Delete Selected Appt/Task.