Create a task or project by accident? Or maybe the task or project changed or became irrelevant and you no longer need that data? It’s time to delete tasks and projects in Task Manager.
Permissions
It’s all about the permissions that are set in Partner Center. To make changes to Task Manager Users' permissions, it is important that the Partner Center Admin can Manage Task Manager. (check under Administration > My team > click
next to the Admin's name > Edit Profile)
If this is available for the Partner Center admin, they can then go into Tasks > Users to manage the permissions of the Task Manager Users.
To have the ability to delete tasks and projects, the Task Manager user must be assigned a Manager role. This can be done by locating the user on the page and hitting the 3-dot kabob to the right and clicking on ‘Edit User' > Make Manager
Deleting Projects Inside Task Manager
Once made a ‘Manager’, the Task Manager User can go into Task Manager and in the project view (either in the Project tab or in the Accounts > Account Name > Project tab), can click on the dropdown to show all of the tasks within a project. With that view, the 3-dot kabob beside + Add Task will show the ‘Delete Project’ button.
Deleting Tasks Inside Task Manager
Deleting individual tasks can be done through the Accounts > Account Name >Tasks view. In this view, the Task Manager user can click the checkboxes of the tasks they would like to delete and a ‘Delete’ button will appear across from the search bar.
