Remove Recurring Tasks from Your Accounting Workflow Template
There are two different methods to remove a recurring task.
First method
Open the profile of the client. Click on the icon in front of the client's name or select "Clients" from the main menu.
Select 'Plan' from the top menu and click on the 'Edit Plan' button.
You can remove a recurring task from the plan and delete it from the dashboard by unchecking the necessary task. When making changes, be sure to also click on the "Confirm task plan" button.
Second method
You can delete a recurring task from the dashboard, calendar, report, and client profile views.
In the dashboard, calendar, or report view, open the task you want to delete.
Click on the three dots and select 'Edit template task' from the list.
A new window will open, taking you to the Recurring Task view. Select the three dots icon again and select "Delete task template" from the list.
Note: A purple header means this is a recurring task.
Uku will ask if you are sure you want to delete it. The task is then deleted from the list. In case another member is involved in the recurring task, you will have the option to delete the task completely or to remove only your account from the task.
