Q: How can I delete and clean up the recurring tasks that have filled my dashboard?
A: To delete a recurring task(s), follow these directions:
Navigate to Staff > Tasks > Dashboard.
For the task you wish to delete, click the Action drop-down arrow and select (as shown below).
The delete behavior will depend on how many instances of the recurring task are on the dashboard:
If the recurring task has more than one occurrence on the dashboard, you will see the following options (as shown below):
Delete this task only: Deletes only the selected instance.
Delete this task and any Past Tasks: Removes all related incomplete recurring instances with dates in the past. Any current or future recurring tasks will remain.
Delete All Tasks: Permanently deletes the selected task and all related past incomplete instances, as well as future scheduled recurring tasks.
If the recurring task has only one occurrence on the dashboard, a simple confirmation that must be okayed will appear before the task is deleted.
Note: Recurring task instances are created automatically via a daily background job. When a recurring task becomes overdue, only one new instance is created for the first valid date in the future — past occurrences are not recreated. A maximum of 10 uncompleted instances of the same recurring task can exist at one time.