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Level 2
August 15, 2017
Question

Timesheets: remove old tasks

  • August 15, 2017
  • 2 replies
  • 923 views
Is there a way to remove old tasks from timesheets? We're in August and still see tasks that were complete in June and July. This would help de-clutter these areas. Thanks. Kenny George
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2 replies

August 16, 2017
Hi Kenny - we had a similar challenge recently and ended up unchecking the "Tasks & Issues that have been completed." withing Setup > Timesheet & Hours > Preferences > Pre-Populate timesheets with... This started removing old tasks and cleaned up timesheets significantly. Steve Vincent Red Robin Gourmet Burgers Inc
Level 4
August 18, 2017
Hi Kenny. If you want to manually remove an old task from a timesheet, click on the little button highlighted in this screen grab. If this icon doesn't exist, the task duration/status is not complete. Hope this helps. Brooke Vaughan Rockfish Interactive Corporation