 |
Knowledge Base |
Tools: Delete Tasks
|
This article will guide you through bulk deleting tasks for your location or a specific user.
Requirements - A Master Admin login or a staff type with the following permissions:
1. Access Delete Task Tool
Navigate to Tools > Tasks > Delete Tasks.
2. Using the Tool
User ID - Type the ClubReady User ID.
From - Select from the calendar the "From" date to get all tasks on and after that date.
To - Select from the calendar the "To" date to get all task on and before that date.
Staff ID - Type the ClubReady Staff ID you want to delete tasks assign to.
Prospect Type ID - Type the Prospect Type ID if wanting to delete tasks by a Lead Type.
Membership Type ID - Type the Membership Type ID if wanting to delete tasks by a Lead Type.
Delete Completed Tasks? - Selecting Yes will delete tasks that have been marked as completed.
Click Get Tasks to proceed.
Click DELETE to complete the process
Requirements - A Master Admin login or a staff type with the following permissions:
- Tools: Can access tools
- Tools: Can access tasks tool
Delete Tasks Tool
1. Access Delete Task Tool
Navigate to Tools > Tasks > Delete Tasks.
2. Using the Tool
User ID - Type the ClubReady User ID.
From - Select from the calendar the "From" date to get all tasks on and after that date.
To - Select from the calendar the "To" date to get all task on and before that date.
Staff ID - Type the ClubReady Staff ID you want to delete tasks assign to.
Prospect Type ID - Type the Prospect Type ID if wanting to delete tasks by a Lead Type.
Membership Type ID - Type the Membership Type ID if wanting to delete tasks by a Lead Type.
Delete Completed Tasks? - Selecting Yes will delete tasks that have been marked as completed.
Click Get Tasks to proceed.
Click DELETE to complete the process
    |