All Collections
Workflow
Useful Tools
Discarding & Deleting Jobs
Discarding & Deleting Jobs

How to delete or discard activities

Emily Mertes avatar
Written by Emily Mertes
Updated over a week ago

Deleting Activities:

  • If you created an activity on accident these can be deleted from the website

  • Only the person who created the activity can delete it

  • Activities can be deleted from the Jobs and Job Activities page

From the Job Activities Page:

  1. Go to Workflow > Job Activities

  2. Hover over the activity

  3. Click the Red Circle

From the Jobs Page:

  1. Go to Workflow > Jobs

  2. Find the activity you want to delete and click View

  3. Click the More dropdown then Delete Activity

Discarding Activities:

  • Activities can be discarded if you do not want to permanently delete it, but want them to not appear in "Todo"

  • Actuals cannot be discarded, only deleted

From the Maps Page:

  1. Click on a field

  2. From the Todo section, select the activity you would like to discard

  3. On the left hand side, click Discard

  4. Note: This process is the same on the mobile device

From the Jobs Page:

  1. Go to Workflow > Jobs

  2. Find the activity you want to discard and click view

  3. Click 3 dots at the top right of the page

  4. Click Discard

Alternatively, you can discard activities in bulk:

  1. Go to Workflow > Jobs

  2. Find the activity or activities and click the check boxes to the left of the activity title

  3. Click More > Discard Activity

How to Reopen Discarded Jobs:

  1. From the Jobs Page set the filter to Done

  2. Scroll to the bottom - click the Show Discarded toggle on (Click Apply!)

  3. Click the check mark on the activities you want to reopen

  4. Click More > Reopen Job

Did this answer your question?