Mass Delete Tasks for a User

This can be helpful for someone who has too many CASEplan tasks or needs to start fresh with their task list. 

• NOTE: This can only be done by a firm administrator and this cannot undo this action.
• Navigate to the  Icon in the top right corner of your account and select Users.
• Below, you will see a list of your firm's users.

• Find the user you are deleting tasks for.
• Click on the drop-down arrow on the right-hand side of that user's row.
• Select Delete Tasks.

• A pop-up window will appear that says Delete All Tasks.
• It will ask you if you are sure that you want to delete all tasks.
• Click continue on the bottom right-hand side of the pop-up window.

• The user's tasks will be permanently deleted.