Summary
Learn how to delete multiple tasks at the same time using Task Manager.
Bulk task deletion allows you to remove multiple tasks at the same time from Task Manager. This is useful when you need to clear completed, outdated, or unnecessary tasks that match specific criteria, such as a date range or task type.
Review your selected tasks carefully before deleting them to ensure only the intended tasks are removed.
To bulk delete tasks:
- Go to: Tasks
- Apply filters to display the tasks you want to delete
- You can filter by:
- Date range
- Task type, such as Phone or Email
- Select the tasks you want to remove by:
- Click Select All at the top of the list, or
- Selecting individual tasks one at a time
- Click Delete to remove the selected tasks
- Click Yes to confirm
Articles in this section
- Understand and apply task workflows
- Filter and sort tasks in Task Manager
- Manage tasks across Listings, Appraisals and Contacts
- Transfer tasks in bulk to another consultant
- Create a list of overdue tasks
- Generate a task report
- Bulk delete tasks
- View and manage tasks
- Add a new task
- Use task to generate letters and emails