🗑️ How to Delete a Task or Task Group from a Job in Client Hub
Easily clean up your job workflows by removing outdated or unnecessary items.
Whether you're adjusting a job template or cleaning up a client-specific task list, deleting tasks or task groups is quick and simple in Client Hub.
🧹 To Delete a Single Task:
- Open the Job from the Internal Workspace.
- Click on the task name in the list.
- A details panel will appear on the right.
- Click the ellipsis icon (⋯) in the upper-right corner of the panel.
- Select “Remove” from the dropdown menu.
- If the task doesn’t disappear immediately, refresh the page to update the view.
🧺 To Delete a Task Group:
- In the Job view, click the task group name instead of a specific task.
- The group’s details will appear in the right-hand panel.
- Click the ellipsis icon (⋯) and choose “Remove.”
- Refresh the page if needed to reflect the changes.
⚠️ Deleting a task group will also remove all tasks within that group.