How to Delete a To Do (Task)


To delete a To Do (Task), you must first remove its associated Task Assignment (i.e., the user assigned to the task).


Step-by-Step Instructions:

  1. Go to the Projects tab in Salesforce.

  2. Search for and select the Project linked to the Task you want to delete.

  3. Navigate to the Related tab of the Project.

  4. Find the TT Task Assignments section.

  5. Locate the Task Assignment you want to remove.

  6. Click the More Options (dropdown) button next to it and choose Delete to remove the assignment.


After Deleting the Task Assignment:

  1. Return to the To Dos list in the Project Management V2.

  2. Find the Task you want to delete.

  3. Click the Delete button next to the Task.

The Task will now be removed from the system.