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Deleting Tasks

In the CRM, tasks are typically not deleted after completion. If you are listed as a task assignee, simply mark the task as completed in your task manager — it will automatically disappear from your active task list but remain stored in the database. Keeping completed tasks in the system is considered a good practice, as it allows you to retain task history, track performance, and maintain accurate reporting.

Who Can Delete a Task

Only the task owner (the user who created the task) or a co-owner can delete it. If you are not the owner or co-owner, the Delete button will not be available on the task edit page.

How to Delete a Task

To delete a task:

  1. Open the task edit page.
  2. Click Delete at the bottom of the page.
  3. A confirmation page will appear showing what will be deleted.

This page includes two sections:

  • Summary — displays a breakdown of the number of deleted objects by type.
  • Objects — lists all the specific items that will be deleted, with clickable links for you to review before confirming.

What Gets Deleted

When a task is deleted, all related data is removed along with it, including:

  • Subtasks
  • Attached files
  • Task–user relationships (note: the users themselves are not deleted)

Deleting a task is permanent — once confirmed, it cannot be undone. If you only want to remove a task from your active workflow, it’s safer to mark it as completed instead.

For general task management guidance, see the CRM Task Management help page.