All Collections
Articles
Task Templates
How To Delete a Task Template
How To Delete a Task Template
Kristina Patten avatar
Written by Kristina Patten
Updated over a week ago

If you find that you no longer need a task template, you can delete it on the Task Templates page. Be very careful with deleting task templates. We don't have a way to undo the action, and it can greatly impact your transaction(s) if you delete the wrong one.

Find the task template you want to delete and click on Options. Select Delete from the drop down.

Image shows the task template title with Edit | Options below that. The Options drop down has Clone and then Delete.

A pop-up will appear where you can either cancel the action or click on Yes to delete the task template. Again, this cannot be undone so please be careful.

Pop-up shows two buttons in the center towards the bottom. Cancel is on the left and Yes is on the right.
Did this answer your question?