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How To Bulk Delete Tasks Assigned to Deactivated Users

Objective:

  • How to bulk delete tasks assigned to deactivated users?
  • How to delete tasks assigned to deactivated users?
  • Can I delete tasks assigned to deactivated users?

Environment:

  • Clio Manage

Additional Information:

  • You need Administrator Permission in Clio to delete Tasks in bulk. If you require this functionality, check out this article: How to gain Administrator Access
  • You can only bulk delete 25 tasks at a time.
  • You have to re-apply filters in-between each batch.

Procedure:

  1. Navigate to Tasks on the panel on the left of the page
  2. Select Filter on the top right
  3. In the Assigned to field, choose Any User (This allows you to see deactivated users)
  4. Scroll down to select tasks assigned to the disabled users (Up to 25 at a time only!) 
  5. Click the dropdown menu on the top of the filter where it says "action"
  6. Choose delete
  7. Click apply

 

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