Edit or delete a task

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We all make mistakes—it’s part of being human! That’s why we’ve made editing or deleting a task quick and easy if something needs adjusting.

This article will guide you through how to edit or delete a task assigned to an employee from the All Tasks page and the Employee Profile.

 

Edit or Delete a Task from the All Tasks Page

Quick Steps:

Go to People > Tasks > All Tasks, find the task, click the three dots, and select Edit or Delete.

  1. In the People module, click Tasks and select All Tasks from the dropdown menu.
  2. Scroll through the list or use the search bar to locate the task you want to update.
  3. Once you find it, click the three dots to the right of the task and choose either Edit or Delete from the dropdown. Screenshot 2025-01-27 at 2.32.34 PM.png
  • If you select Delete, a pop-up will appear asking you to confirm the deletion.
  • If you select Edit, you'll be taken to the task page, where you can update the details. After making your changes, click Save to apply them.

Edit or Delete a Task from the Employee Profile

Quick Steps:

Go to People > Click the employee's name > Employee Profile > More (If Task tab isn't displayed) > Tasks, find the task, click the three dots, and select Edit or Delete.

  1. In People, scroll through the list or use the search bar to find the employee.
  2. Click the employee's name to open their Employee Profile.
  3. If the Tasks tab isn't displayed in the profile, click More and select Tasks from the dropdown menu. Screenshot 2025-01-27 at 2.36.27 PM.png
  4. Locate the task you want to update, then click the three dots on the right side of the task. Choose either Edit or Delete from the dropdown. 

    - If you choose Edit, you’ll be redirected to the task page, where you can update the details. Once you’ve made your changes, click Save to apply them.

    -  If you choose Delete, a confirmation pop-up will appear. Confirm the deletion to remove the task. Screenshot 2025-01-27 at 2.37.38 PM.png

Was the Task Already Completed?

You can only edit or delete tasks that have not been completed.

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