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- Custom Tasks
How do I delete a Task type?
In order to remove an existing Custom Task type, follow the steps below.
Billing/Managers and Admin users will be able to access these settings.
To locate your Settings module:
- On the left side of the screen, click the Settings icon to navigate to the Settings module
- Scroll to the Task section, a little more than halfway down the page
- You can also use the Find function in your browser to search for "task"
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- on a Mac, press your command + f keys at the same time
on a PC, press your ctrl + f keys at the same time - in the search bar that appears, type in the word "task"
- This will highlight any occurrence of the word "task" on the page and automatically direct you to the Task Types section of your settings
- on a Mac, press your command + f keys at the same time
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To update your Task types:
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- Locate the Task type you would like to edit
- To the right of the Task type, click the trash can icon to delete
- A pop-up box will appear where you can confirm your deletion
- To delete the Task type, click "CONFIRM"
- When you have made your changes, click "UPDATE" to save them
- Locate the Task type you would like to edit