how do you delete tasks that you have completed in a different way?
5 replies
Community Member
Hi Kari, would you mind clarifying what you mean with “deleting tasks you have completed in another way”? Alternatively we can jump on a zoom call to discuss this further, my calendly link is: https://calendly.com/rjn-1/30min
To delete a task for a prospect in Decile Hub, follow these steps:
Navigate to the respective pipeline and find the prospect associated with the task.
Navigate to the column called 'Next Task' and click on the task right below it.
Now navigate to the 'Edit Stage tasks' section in the top right hand corner and click on it.
Here, you will see a list of all the tasks associated with the prospect. Find the task you want to delete and click on the 'trash' icon and then confirm by clicking on the red 'Delete task' button, this will delete the task.
I think you may be looking for the "Skip" task option. In your tasks view for the prospect, on the right side there is a 3-dot menu, which has the ability to skip a task. Would this work in this case?
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