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How to Delete a Task
How to Delete a Task

If you'd like to remove a task completely, this guide will help!

Melissa Trottier (she/her) avatar
Written by Melissa Trottier (she/her)
Updated over a week ago

This article will show you how to get those erroneous tasks off your to-do list and clear your schedule.


How to Delete a Task

From the Daily on the Mobile App 📱

1 - Select the type of task that you would like to delete on your Daily

2 - Select the task you want to delete.

3 - Select "Remove"

From the Customer Care Section on the Mobile App 📱

1 - Select Lists

2 - Select Customer Care

3 - Select the task you want to delete

4 - Select "Remove"

From the "Daily" Page on the Web Version 💻

1 - Select "Prospecting" or "Customer Care" from the left-hand side of the page

2 - Select the task you want to delete. The contact card will appear on the right-hand side of your screen

3 - Select "Remove"

From the "Contact Card" on the Web and/or Mobile App

1 - Go to "Contacts" on the left-hand side of the screen for the web OR

Select More, then Contacts on the mobile app.

2 - Type the name of the contact on the search bar.

3 - Select the contact. Their contact card will appear.

4 - Select "Activity"

5 - Review the tasks listed in the Activity section.

6 - Select "X" if you want to remove the task. Make sure you want to delete it! It won't ask for confirmation and will automatically delete the task.


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