With our Quick Tasks feature, you can control and manage your day-to-day tasks. Whether they are individual tasks, group tasks, or subtasks, all can be filled with all the relevant task information - descriptions, images and files, due dates, and much much more. When a task becomes irrelevant or an employee assigned to a task is no longer with the company you might want to clean up your Quick Tasks dashboard by removing this task. This article will guide you on the steps to remove tasks by either deleting or archiving them.
In this article we will go over:
What is the Difference Between Archiving and Deleting a Task?
Once a Quick Task is no longer relevant, you have two options:
Archive the Task
Delete the Task
While both remove the task from the view on the platform, archiving the task will allow you to restore it in the future and see all of the task information under the 'Archive' tab. Deleting the Task will permanently remove the task from the platform, and you won't be able to restore it or view the task details once deleted.
How to Archive a Task from the Desktop?
To archive a Quick Task from the Desktop, simply:
Access the Quick Tasks feature from the left sidebar.
Click on the All Tasks tab at the top of the screen
Hover over the relevant task you want to archive
click on the arrow by the task
select the Archive option
💡Tip: Archiving a task can be done only from the desktop.
How to Delete a Task from the Desktop?
To delete a Quick Task from the Desktop, simply:
Access the Quick Tasks feature from the left sidebar.
Select the All Tasks tab on the top of the screen
Hover over the relevant task you want to archive
click on the arrow by the task
select the Delete option
How to Delete a Task from the Mobile App?
To delete a Quick Task from the mobile app, simply:
Access the Mobile app
Click on the Assets tab at the bottom of the screen
Select the Quick Tasks Feature
Select 'All Tasks' from the option at the top of the screen
Select the relevant task
Click on the 3 dots at the top right corner of the screen
Choose the Delete option
How to Restore an Archived Task?
To restore an archived task simply:
Access the Quick Tasks feature from the left sidebar.
Click on the Archived tab at the top of the screen
Hover over the relevant task you want to restore
click on the arrow by the task
Select the Restore option
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