🗑️ 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Easily clean up your job workflows by removing outdated or unnecessary items.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:

  1. Open the Job from the Internal Workspace.
  2. Click on the task name in the list.
  3. A details panel will appear on the right.
  4. Click the ellipsis icon (⋯) in the upper-right corner of the panel.
  5. Select “Remove” from the dropdown menu.
  6. If the task doesn’t disappear immediately, refresh the page to update the view.

🧺 To Delete a Task Group:

  1. In the Job view, click the task group name instead of a specific task.
  2. The group’s details will appear in the right-hand panel.
  3. Click the ellipsis icon (⋯) and choose “Remove.”
  4. Refresh the page if needed to reflect the changes.

⚠️ Deleting a task group will also remove all tasks within that group.

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