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Tasks

Tasks deletion and recovery limits

Impact of deleting the record on related data and actual data recovery.

Last updated 13 days ago

The Task deletion function is intended for erroneous entries. It is not a standard method for completing work. Complete finished work by changing its status rather than deleting its history.

Who can delete

Deleting one or more Tasks requires a specific Tasks deletion permission. If the button is not visible, it usually means this permission has not been granted.

What is removed upon deletion

Deleting a Task may also remove associations with assignees and followers, comments, checkpoints, time entries, tags, custom field values, Items lines, and linked files. Review the entire content of the card before confirming.

The system also schedules a recalculation of the next Task for linked clients, Leads, objects, and projects. It attempts to remove linked events from the assignees' Google or Microsoft calendars.

Can Task be recovered

The standard Task model does not include a user-facing recycle bin or a Restore action. A system configuration for the permanent removal of deleted records does not automatically provide a recovery function for the Tasks module. Data could be restored from an administrator-managed database backup; however, this is not a standard daily recovery process, and the outcome depends on the backup policy.

Before Deleting

  1. Verify that the record was indeed created in error.
  2. Review comments, files, timestamps, dependencies, and financial links.
  3. If the record's history needs to be preserved, use the Cancelled status or another appropriate organizational status.
  4. For bulk deletion, double-check active filters and the number of selected rows.
  5. For critical data, consult the administrator regarding backups before proceeding.

Delete a record with dependencies only after evaluating the chain of predecessors and successors. If the record must be retained for historical purposes, select an appropriate completion or cancellation status instead of deleting it.

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