Deleting a Task from a Quote or Estimate
To delete a task from a quote or estimate:
- In the Business menu, select Quotes.
- On the Quote Manager screen, drill down on the number of the quote/estimate that contains the task you wish to delete.
- On the quote/estimate detail screen, drill down on the name of the task you wish to delete.
- 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.