Before you learn how-to skip or delete a task, let's understand if they are the same? No.
For example, you are running a workflow on selected prospects but don't want to proceed with one step for one prospect. You may want to directly move to the following step by skipping one from the workflow. Here you are only skipping one step that will no longer be due for the selected prospect.
However, when you create a task manually, it has no follow-up task. In this case, the task is deleted.
To conclude, if you have tasks created from workflow then they are skipped and if you have manually created tasks then tasks are deleted.
To skip an individual task
Depending on whether the task was created from workflow or manually, you will see Skip or Delete options in the task screen respectively. Just click on the CTA and confirm your action.
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To skip/delete multiple tasks
- Go to a Task section
- Select all the tasks from the list that you want to skip/delete
- Click on Skip/Delete icon
- Confirm your action by clicking on the CTA
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After the tasks have been skipped or deleted, in case the action couldn't be performed on few tasks, an Action Report dialog will appear showing the number of failed actions and the reason for its failure.
