Task Management Simplified: A Guide to Deleting Tasks in Your CRM

Learn how to keep your task list organized by deleting completed or unnecessary tasks in your CRM. This step-by-step guide provides clear instructions on how to remove tasks, helping you maintain a clutter-free and efficient workflow. Whether you're cleaning up outdated tasks or correcting errors, mastering the deletion of tasks ensures your CRM remains streamlined and focused on current priorities. Stay on top of your task management and improve productivity with this essential guide.

1. Click "Tasks"

1 Click here.

2. Next, click the three dots next to the task you want to delete.

2 Following that, click on the element.

3. Select "Delete Task" from the menu.

3 Click on "Delete Task".

4. Finally, confirm by clicking "Yes".

4 Now, click on "Yes".

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