How do I remove a completed Task from a Field Plan?

Overview:

As you move throughout the growing season, there may be instances in which you need to remove one or more completed Tasks from a Field Plan. These Tasks may have been marked complete by an Operator or someone in the office via the Traction Enterprise web application.  

Requirements:

To remove a completed Task, you must have a completed Work Order or Activity Record on the Task you wish to remove.

Process:

1. Navigate to Operations>Task Manager.
2. Use the filters at the top of the page to drill down to the completed Task that needs to be removed from the Field Plan.
3. Select Edit Task.
   
   
   
   
4. The Task Details screen will popup and you will want to:
   • Uncheck the Mark as Complete box
   • Remove any Work Orders or Activity Records associated with the Task
5. Select Remove from Plan at the bottom right after all Activity Records and Work Orders have been removed.
   
   Note: Planting Tasks cannot be completely removed from Field Plans but they can be swapped out for other Planting Tasks.
   
   
   
   

Related Articles:
How do I quickly complete Work Orders in Task Review?
How do I delete Work Orders?