Delete a Task

How to remove a task from a case file.

From the Tasks Tab on a Case

• Navigate to the Tasks Tab in the open case.
• Find the task you want to delete.
• Click the arrow at the end of the task row.
• Select Delete.
• The task will be deleted from the case and all task lists.

From the Task Management Page

• Navigate to the Task Management page either by clicking the checked box icon in the top green bar or click Tasks on the left menu.
• Find the task you want to delete. 
• Click the arrow at the end of the task row.
• Select Delete.
• The task will be deleted from the case and all task lists.

• If the option to delete is not available, your firm administrator can grant the User is Allowed to Delete Tasks permission.