How do I delete a task list from an action?

Remove a task list from an action assigned to an employee.

 

Before you get started

• The task list does not have a Completed Date assigned to it.
• The task list does not have any approval steps that have a Completed Date assigned to it.

 

Deleting a task list from an action

1. Open Connect Human Resources > Employees > Modify Existing Employees.

2. Click to select the field titled Employee, and then enter the employee name or number. Press Enter.

3. Click to select the Actions tab.

4. Use the table on the Actions tab to select the action with the task list that you want to delete.

5. Click Remove the Selected Task List .

The task list is deleted from the employee's file.

 

 

• Related Articles

• Can I add a task list to an action?

  Use a task list to keep track of the steps that need to be completed to resolve an action. . Do this... 1. Open Connect Human Resources > Employees > Modify Existing Employees. 2. Click to select the field titled Employee, and then enter the employee ...

• Can I skip a task tied to an action?

  You can skip a task on a task list as long as the task is not linked to an approval process and it is not a required task. Do this... 1. Open Connect Human Resources > Employees > Modify Existing Employees. 2. Use the Employee field to enter an ...

• How do I delete an action?

  Deleting an action will also delete the task lists, attachments, and notes. Do this... 1. Open Connect Human Resources > Employees > Modify Existing Employees. 2. Click to select the field titled Employee, and then enter the employee name or number. ...

• How do I add a comment to a task?

  You can add a note to a task that explains the task's status and challenges. Do this... 1. Open Connect Human Resources > Employees > Modify Existing Employees. 2. Use the Employee field to enter an employee name or number. Press Enter. 3. Click the ...

• How do I add a disciplinary action?

  You can add disciplinary action to an employee's file. Use a disciplinary action when a manager or supervisor wants to record a corrective action. Before you get started Add a disciplinary action to the Actions table (Human Resources > Organization > ...