How to Edit or Delete a Task on TaskPilot

How to Edit or Delete a Task on TaskPilot

Editing and deleting tasks on TaskPilot is easy and efficient, helping you keep your workflow organized and up-to-date.

Managing tasks on TaskPilot is straightforward. Here’s how you can edit or delete a task in just a few steps:

Navigate to the Workflow Section

Log in to your TaskPilot account. In the left sidebar menu, click Workflow and select Task from the dropdown menu.

Editing a Task Template

Locate the task you want to edit, then hover over the row with the task's name to reveal the Edit icon on the right. Click the Edit icon to open a modal where you can update the task details. After making the necessary changes, click Save Changes to apply the updates.

Deleting a Task Template

Find the task you want to delete, then hover over the row with the task's name to reveal the Delete icon on the right. Click the Delete icon, and a confirmation window will appear. Confirm that you want to archive the record, and it will be removed from your list of tasks.

Editing and deleting tasks on TaskPilot is simple and efficient, allowing you to keep your workflow organized. For more detailed instructions or to explore additional features, refer to our comprehensive guide. Happy managing!