How to delete a recurring task?

Recurring tasks can be removed in two ways: by unchecking them in the client’s Workflow editor, or by deleting the task template directly from the task view. If another team member is also assigned to the task, you can choose to remove only yourself rather than deleting it for everyone.

Quick answer

Remove a recurring task either by unchecking it in the client’s Workflow and clicking Confirm task plan, or by opening the task, selecting Edit template task from the three-dot menu, and then deleting the template from there.

Who can do this

• Any team member with access to the client’s Workflow can remove recurring tasks.
• If another member is also assigned, you can choose to remove only your account from the task rather than deleting it entirely.

Method 1: Remove from the client’s Workflow

1. Open the client’s profile. You can click the client icon next to the client’s name on a task, or select Clients from the main navigation and open the client.
2. Select the Workflow tab in the client profile.
3. Click Edit plan.
4. Uncheck the recurring task you want to remove.
5. Click Confirm task plan to save your changes.

Caution

Always click Confirm task plan after making changes. Unchecking a task without confirming will not save your changes.

Method 2: Delete from the task view

You can delete a recurring task from the Dashboard, Calendar, Report, or client profile views.

1. Open the recurring task you want to delete.
2. Click the three-dot menu and select Edit template task.
3. The Recurring Task view opens. Click the three-dot menu again and select Delete task template.
4. Uku asks you to confirm the deletion.
5. If another member is involved in the recurring task, choose whether to delete the task completely or remove only your account from it.
6. Confirm to proceed.

Tip

A recurring task is indicated by a purple header. If you see a purple header on a task, it is a recurring task generated from a template.

Troubleshooting

Task reappears after unchecking in the Workflow

Make sure you clicked Confirm task plan after unchecking the task. Changes are not saved until you confirm.

Cannot find “Edit template task” in the menu

Verify you are opening a recurring task (indicated by a purple header). One-off tasks do not have the Edit template task option.

Want to remove yourself but not delete the task for everyone

Use Method 2. When Uku asks you to confirm, select the option to remove only your account from the task instead of deleting it entirely.

Deleted task still showing on the dashboard

Refresh the page. If the task still appears, check whether the same task exists under a different recurring template for the same client.