how do you delete tasks that you have completed in a different way?
Community Member
5 replies
Community Member
Hi Kari, would you mind clarifying what you mean with “deleting tasks you have completed in another way”? Alternatively we can jump on a zoom call to discuss this further, my calendly link is: https://calendly.com/rjn-1/30min
Community Member
Use case:
- I advance person to the Outreach stage, and an automated task is generated (usually an email)
- They reach out and ask for coffee (thereby negating the email need to advance them forward) OR, the exchange happens over LinkedIn
- I have now completed the task outside of DecileHub, but I can't figure out how to delete the outstanding task
Community Member
To delete a task for a prospect in Decile Hub, follow these steps:
Navigate to the respective pipeline and find the prospect associated with the task.
Navigate to the column called 'Next Task' and click on the task right below it.
Now navigate to the 'Edit Stage tasks' section in the top right hand corner and click on it.
Here, you will see a list of all the tasks associated with the prospect. Find the task you want to delete and click on the 'trash' icon and then confirm by clicking on the red 'Delete task' button, this will delete the task.
Navigate to the respective pipeline and find the prospect associated with the task.
Navigate to the column called 'Next Task' and click on the task right below it.
Now navigate to the 'Edit Stage tasks' section in the top right hand corner and click on it.
Here, you will see a list of all the tasks associated with the prospect. Find the task you want to delete and click on the 'trash' icon and then confirm by clicking on the red 'Delete task' button, this will delete the task.
Let us know if you have any further questions.
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