Here's how to delete a task:
- First, find the task in your CRM. You'll find tasks on your Workspace, Calendar, Task Report, and on individual contacts.
- Click on the task name and select “Actions” in the upper right. Then, choose "Delete" in the list.
- Accidentally deleted a task? An “Undo” link will temporarily appear in the lower left corner of your CRM, or learn more about restoring deleted data here.
- Need to edit a task instead? Learn how to edit a task here.