You can delete tasks from draft quotes or estimates only.
To delete a task from a quote or estimate:
- In the Business menu, select Quotes.
- On the Quotes screen, drill down on the number of the quote or estimate that contains the task you want to delete.
- On the quote or estimate details screen, scroll down to the Tasks section and select the checkbox to the left of the name of each task you wish to delete.
- Click the Delete button and confirm deletion. The task is removed from the selected quote or estimate.
The task is not removed from other quotes or estimates, or from the tasks database in
> General Settings > Tasks.