What happens when I delete a task?
Most tasks can be deleted with no repercussions. The effect of deleting a task may differ according to the progress of the workflow and the type of activity.
- Any task that has not yet commenced can be safely removed.
- Any completed task can be safely removed.
- Tasks for activities with single-step workflows can be safely removed.
- Tasks for workflows that are in-progress can be removed without affecting the related record.
- However, for transaction activities that support aggregation (i.e. payments, receipts and trust transfers), deleting an in-progress task will prevent the transaction from progressing to the next step of the workflow. This can be rectified by creating a new task or by deleting the transaction and re-posting it.
- Deleting tasks relating to document workflows may result in the need to recatalogue the related document.