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How do I delete a project, task, or client?

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  1.  
    • JillianK
    • Mar 20th 2009 edited @ 03/20/2009 11:55 am
     
    I am in the trial phase of intervals and I want to delete some psuedo clients, projects, and tasks I made up to test. How do I do so?
  1.  

    From the clients tab if you search for the client and then click on their name in the client listing you should be taken to the client profile page. From the profile page there are links on the left hand side:

    Delete Client

    Deleting a client will not delete the projects and tasks as well, but if you drill into the profile page for a project and click on the delete icon you will get a confirmation dialogue asking if you would like to delete all of the tasks, documents, etc. that are associated with the project. When deleting items within Intervals the delete actions are often on the left hand side of view pages. Hope it helps.

  2.  
    Can I JUST delete a PROJECT?
  3.  
    Never mind. I found it :)
  4.  
    JillianK, how DID you delete just a project? I can't seem to figure it out!
  5.  

    A project can be deleted in a similar fashion to clients. If you navigate into the project profile page or project dashboard for a single project there is an option to delete the project on the left hand side of the page:

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