Staff members or non-staff contacts with manager permissions can edit or delete tasks created by anyone. Accounts with care roles can edit or delete only the tasks they created. Accounts with social roles do not have access to tasks.
To delete a task:
- In the left-hand menu, click the Accounts tab and locate the desired account.
- Select the client by clicking their account card from the list.
On the Schedule screen, click the Task option to view scheduled tasks.
If the task is not listed, it is scheduled for another day. Click on the calendar to select the scheduled date.
- Click on a task you would like to delete.
- Click the
icon at the top-right corner of the Task Details screen.
- Click the Yes button on the Modify task prompt.
- On the edit screen, scroll down and click Delete Task.
Click the Yes button on the Delete task prompt.