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Managing Tasks
Kayla Zeigler avatar
Written by Kayla Zeigler
Updated over 7 months ago

Topics in this article:

Editing A Task

  1. From the right side of the Task you'd like to edit click the pencil icon
    ​Note: You can use the search bar to quickly find your Task!

Please note: Tasks currently applied to transactions will not be updated.


Deleting A Task

  1. From the right side of the Task you'd like to delete click the X icon
    ​Note: You can use the search bar to quickly find your Task!

Please note: Tasks currently applied to transactions will not be removed.


Removing Tasks From A Task List

  1. From the right side of the Task List you'd like to edit click the ellipsis icon

  2. Select Manage Tasks from the dropdown menu

  3. Click the X to the right of the Task you'd like to remove from the Task List
    ​Note: This will not delete the Task, only remove it from the Task List

Please note: Tasks currently applied to transactions will not be removed.

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