Delete Task from an Order

Deleting tasks from an order helps streamline task management and ensures that only relevant and active tasks are visible to team members. This feature helps maintain clarity and focus on active tasks, preventing clutter and confusion within the order management process.

Pre-condition to Use the Feature:

  • Users must have an active account on AgencyHandy and be logged in.

  • Users must be Super Admin/ Admin/PM to delete tasks.

Steps to Use:

  • Log in to AgencyHandy: Access your AgencyHandy account using your credentials.

  • Navigate to Orders: Locate the "Orders" section in the dashboard menu.

  • Select Order: Choose the specific order from the list of orders containing the task you want to delete.

  • Locate Task to Delete: Identify the task you want to delete from the list of tasks associated with the order.

  • Initiate Deletion: Tick the task. The delete button will be activated. Click on it.

  • Confirmation: Confirm the deletion of the task. This action will remove the task from the order and cannot be undone.

  • Review and Manage Tasks: After deleting the task, review and manage the remaining tasks associated with the order as needed.

Last updated