How to Remove a Task

REMOVE A TASK

In this tutorial, you will learn how to remove a task from a transaction.

You may remove a task if you are the creator of such task, or if you are the assignee (or within the assignee group) of the task. 

On the transaction section, choose the transaction you would like to remove a task from:

Now click on the Tasks tab:

Select the three-dot button  next to the task you want to remove and select "Remove". You may only remove the task if you are the creator of the task or the assignee (or within assignee group) of the task:

Then, the item will be removed.  You may also select multiple tasks at once to Remove, like so: