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.
If you want to see more tasks in Penny, click the button below 👇
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