How to Edit or Delete a Task Template on TaskPilot

How to Edit or Delete a Task Template on TaskPilot

Edit and delete tasks on TaskPilot easily to keep your workflow organized and efficient. Manage tasks with simplicity.

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 Templates from the dropdown menu.

Editing a Task Template

Locate the task template you want to edit, then hover over the row with the template's title 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 to apply the updates.

Deleting a Task Template

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

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!