Breadcrumbs

Deleting tasks from stages

Accountants Enterprise only


Tasks can be deleted from the stages they are attached to using the Assignment Details page > Schedules tab.

To delete a task from a stage

  1. Find and open the assignment. See Finding and opening assignments. The Assignment Details page opens.

  2. Click the Schedule tab.

  3. Select the schedule for which you want to delete stages using the Schedule drop-down. The Stages are listed.

  4. Expand the Stage containing the task you want to delete.

  5. Click Tasks in the row. The Review Accounts window opens.

  6. Highlight the Task you want to delete in the Selected Tasks panel.

  7. Click the left-hand arrow. The Task is moved from the Selected Tasks panel to the Available Tasks panel. The task is no longer available to log time against on Timesheets.

  8. Repeat 4 to 7 for each task you want to delete.

  9. Click OK to save and close the Assignment Details page.