Can you delete a task without deleting its Updates?

[NickSc1]

Please let me know if you have any ideas As a fallback plan, I've created a Notes Report that audits all of my task-level updates, and then I place this report on a dashboard at the Project Level. If the answer to my question above is that it is impossible to delete a task without deleting its associated updates, then I will have to make-due with running a bunch of "Notes" reports and saving them as Excel / PDF documents attached to each project. Really don't wanna do that. Nick Scarpello Audacity Health, LLC

[MartyGa1]

Deleting the task will delete all associated references, including the assignments record, and of course, the notes records. The notes (updates) need a reference point to which they are attached so that the work context is maintained. Long answer to, yes, the updates will be deleted when you delete the task to which they're attached. Marty Gawry - CapabilitySource

[SamanthaWi1]

I am not sure if you can delete a task with notes applied, we don't use the task updates. However, I have a potential work around if you cant. Create a new task status that equates to DEAD and run your report to include that task status. This way it is not removed from the job. Samantha Senior Specialist, Creative Services 817-424-2186

[Doug_Den_Hoed__AtAppStore]

Hi Nick, If you wouldn't mind elaborating, I'm curious as to the circumstance that would lead someone choose to delete such tasks. That aside, to raise awareness of the permanence of their action (as Marty confirmed) and perhaps instead choose to soft delete delete (e.g. using Dead, as Samantha suggested), it might also be helpful to add the "Has Notes" column as part of everyone's standard Task view, and highlight that cell in Red if it is true as a reminder to Think Twice. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

[NickSc1]

We have a new project template with new tasks, and updated protocol for managing assignments. I'd like the process update to be a clean-break, by deleting all existing tasks and dropping in new project templates. The team shows up next Monday morning and their task lists, task names, and descriptions are fully refreshed. I place a big premium on clean breaks accompanying process change. I want to avoid old style tasks lingering for weeks, or even months. Many of our projects are designed to last for 4-6 months. I think my solution will be to mark these tasks Dead, unassign all team members, and create a default Tasks Filter for all team members upon their login so that the Dead tasks are hidden. The benefit of Updates continuing to be tied to Dead tasks is that the information is not lost The drawback of having Updates continue to exist is that they are tied to Dead tasks, which means everyone needs to be trained/policed to no re-open comment threads on Dead tasks. Nick Scarpello Audacity Health, LLC

[Doug_Den_Hoed__AtAppStore]

Gotcha Nick; makes sense. Another thought...as our Excel Updater solution can load Notes into Workfront, so if you could write a Note report and export them to Excel, you could then delete the Tasks (an even cleaner break) modify the Notes slightly in Excel, and reload them back in as Project Notes. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads