In order to delete a task, all resource information (i.e. labour, materials, expenses), forms, purchase orders and notes first need to be removed from the Open Task worksheet.
If the task was created from a quote, you will need to delete the quote and the corresponding task will automatically archive.
If there are any items listed under the Labour, Material or Expense headings, click each of these buttons in turn and delete any items listed within them by clicking the Del link beside each item.
Click the task name in the top left after working in each section, to return to the Open Task worksheet.
If there are any task notes, remove them:
Click the Compliance Forms tab, open each compliance form and delete it by changing its status to Delete. Click Save to remove it.
You will not be able to delete the task if there are open compliance forms on it. A warning message will appear advising that the task must be archived, instead.
Scroll to the bottom of the task worksheet, click the Status dropdown menu and select Delete Task.
If you can't see the Delete Task button, it means that:
the task has a quote attached to it (see Delete a quote).
Click Save > OK to confirm the removal of the task.
Your Permission Group controls access to this feature.
Parts of this feature are included in AroFlo Go.