Who is this article for?

Users responsible for managing actions.

Actions module access is required.

Actions are used to create a record of tasks that a specific user or group of users needs to complete as part of an objective, for example.

This article shows you how you can remove obsolete actions from your system.

1. Deleting an action

1.1. Actions list

1. Access the Actions menu.
2. Select Actions.
3. Find the action you want to delete.

4. Open the Actions menu next to the record.

5. Click Delete.

6. Click Yes, delete in the pop up.

1.2. Action record

1. Open the action record.

2. Access the Options menu.

3. Click Delete.

4. Click Yes, delete.

You will be taken back to the actions list, where you will see a dialogue box confirming that the record has been deleted successfully.