How to Remove Tasks in Bulk

Removing tasks in bulk allows you to delete multiple records at once, keeping the environment organized and avoiding unnecessary information.

1st Step: Accessing the Tasks Module

In the lower left side menu, click “Tasks” to open the tasks area.

2nd Step: Applying Filters to Select Tasks

1. Click “Filter” represented by the funnel icon in the “Tasks” header.
2. In the filter panel, configure Field, Operator, and Value to define which tasks will be removed.
3. Click “Apply” to display only the tasks that match the criteria.

3rd Step: Starting the Bulk Deletion

1. With the tasks filtered, click the “Bulk Delete” button represented by the trash icon, located in the header, to the right of the “Clear Filter” button represented by the brush icon.
2. A confirmation window will be displayed.
3. Click “Confirm” to delete all filtered tasks.

4th Step: Completing the Removal

1. After confirming, a notification will be displayed in the lower left corner of the screen indicating that the tasks were successfully removed.
2. The list will be automatically updated, removing all deleted records.

Best Practices:

• Confirm filter criteria before removing to avoid accidental deletions.
• Check dependencies (cards, automations) that may use the tasks before deleting.
• Backup or export the task list before performing large-scale actions.
• Inform the team about the bulk removal to maintain operational alignment.

Conclusion:

You have learned how to remove multiple tasks at once using filters and the Bulk Delete feature. If you have any questions, contact our support team.