Deleting Tasks and Subtasks

• Delete One or More Task(s)/Subtask(s)
• Delete an Individual Task or Subtask
• Delete Recurring Tasks or Subtasks

Delete One or More Task(s)/Subtask(s)

1. Log into Insight using your username and password, which will bring you to the Funds Dashboard page

2. Click the number under the Obligations section to navigate to the Obligations Dashboard page

   

3. Click on the Tasks or Subtasks tab before using the search bar, filters, or due date search to find the task(s)/subtask(s) you want to modify

   

4. Select the checkbox next to the task(s)/subtask(s) you want to delete, and then from the Actions drop-down, click Delete.

Note: This will only delete the selected tasks/subtasks, even if they are within a recurring task/subtask set. It will also delete all of the supporting documents and subtasks of that selected task.

Delete an Individual Task or Subtask

1. Log into Insight using your username and password, which will bring you to the Funds Dashboard page

2. Click the number under the Obligations section to navigate to the Obligations Dashboard page

3. Click on the Tasks or Subtasks tab before using the search bar, filters, or due date search to find the task(s)/subtask(s) you want to modify

4. Click into the row of the task/subtask you want to delete

5. For tasks, click on the kebab menu next to Task Details and select the Delete option

6. For subtasks, scroll down to the Subtasks section and click the kebab button next to the subtask you would like to delete and select the Delete option 

7. Use the radio button to choose whether you’d like to apply the subtask deletion to This Instance, This and Future Instances, and then select Delete. 

Delete Recurring Tasks or Subtasks

1. Log into Insight using your username and password, which will bring you to the Funds Dashboard page
2. Click the number under the Obligations section to navigate to the Obligations Dashboard page
3. Click on the Tasks or Subtasks tab before using the search bar, filters, or due date search to find the task(s)/subtask(s) you want to modify
4. Click into the row of the task/subtask you want to delete
5. For tasks, scroll down to the Tasks section, click the kebab menu, and select Delete to remove the recurring task
6. This will delete all task instances, subtasks, and supporting documents. It will also give you the option to preserve completed tasks
7. For subtasks, scroll down to the Subtasks section, click the kebab menu, and select Delete to delete the subtask
8. Use the radio button to choose whether you’d like to apply the subtask deletion to This Instance, This and Future Instances, or All Instances and the select Delete.