Deactivate or delete a task template

Summary

Learn how to delete a task template from the CRM, including how to remove tasks that were created from the template.

This article covers:

• Overview
• Deactivate a task template 
• Delete an entire task template

Overview

Task templates help standardise workflows across the business. If a template is no longer required, it can either be deactivated or deleted, depending on whether it may be needed again in the future.

• Deactivate a task template to remove it from use while keeping it available for future reactivation
• Delete a task template to permanently remove it from the CRM

You can manage both:

• Company Task Templates, shared by all consultants, and
• Consultant Task Templates, visible only to the consultant who created them

Deactivate a task template

Deactivating a task template prevents it from being used to create new tasks, while allowing it to be reviewed, updated, or reactivated later.

This is the recommended approach if:

• A template needs review or approval
• A workflow is temporarily paused
• The template may be reused in the future

To deactivate a task template:

• Go to: Settings > CRM > Task Templates
• Locate the task template in either: 
  • the Company list, or
  • the Consultant list
• Click the task template to open it

• Tick the Inactive checkbox

• Click Save

The task template is now inactive and will no longer appear when creating new tasks.

Delete an entire task template

To delete a Task Template:

• Go to: Settings > CRM > Task Templates
• Locate the Task Template you want to delete from either: 
  • the Company list, or
  • the Consultant list
• Click the Task Template
• Click Delete

When deleting a task template, you can control what happens to tasks already created from it.

Existing tasks: 

• Remain in the system if you choose not to delete them, or
• Are permanently deleted if you select the option to remove associated tasks

In the confirmation popup: 

• Tick whether you want to delete all tasks associated by the Task Template

• Click Yes to confirm the deletion