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How To Delete a Task Template
How To Delete a Task Template
Kristina Patten avatar
Written by Kristina Patten
Updated over 4 months ago

If 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.

Step 1:

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

Step 2:

A pop-up will appear where you can either cancel the action or click on Yes to delete the task template.

IMPORTANT:

Be careful in deleting a Task Template as this cannot be undone and cannot be retrieved.

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