Editing & Deleting A Task
Updated over a week ago

Editing a task

  • Click People in the upper navigation bar

  • Select the person you'd like to edit the task for 

  • Click the three dots [∙∙∙] to the right of the task 

  • Click Edit 

  • Make edits to task (title, visibility, assignment, due date)

  • Click Save Task in the bottom right corner 

Deleting a task 

  • Click People in the upper navigation bar

  • Select the person you'd like to delete the task for 

  • Click the three dots [∙∙∙] to the right of the task 

  • Click Delete 

  • Delete verification prompt will show (deleting a task can not be undone) 

  • Click Delete 

Tasks cannot be edited/deleted from the Tasks page. Tasks can only be edited/deleted within a person's profile. Click on the name of the person associated with that task and then make edits from that person's profile.

Only uncompleted tasks can be edited or deleted. Simply uncheck the box to make desired changes. 

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