Deleting a Task from a Quote or Estimate

To delete a task from a quote or estimate:

  1. In the Business menu, select Quotes.
  2. On the Quote Manager screen, drill down on the number of the quote/estimate that contains the task you wish to delete.
  3. On the quote/estimate detail screen, drill down on the name of the task you wish to delete.
  4. Select Delete Task and confirm deletion. The task is removed from the selected quote/estimate.

    The task is not removed from other quotes/estimates or from the tasks database in Business > Settings > Tasks.

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