How to hide/delete task lists

For users or potential users.
Post Reply
brentwood
Posts: 144
Joined: Tue Feb 05, 2008 4:04 pm

How to hide/delete task lists

Post by brentwood »

I have task lists as mailboxes for employees. After they left, I would like to delete or hide them. Is there a way to do that? Otherwise, I have to delete all the entries to be able to delete the task list. There is no way to do batch delete. I have to delete all the tasks one by one. It is very time-consuming and tedious. Thanks.
User avatar
jordansparks
Site Admin
Posts: 5776
Joined: Sun Jun 17, 2007 3:59 pm
Location: Salem, Oregon
Contact:

Re: How to hide/delete task lists

Post by jordansparks »

Just cut/paste the entire task list. As to where you paste it, create an empty task list somewhere, perhaps named Old. Then open that task list and right click in the big white space, and paste.
Jordan Sparks, DMD
http://www.opendental.com
Smilesbypayet
Posts: 84
Joined: Mon Sep 13, 2010 4:16 pm
Location: 4601 Park Rd. #175 Charlotte NC 28209
Contact:

Re: How to hide/delete task lists

Post by Smilesbypayet »

Why not just create an option to delete an entire task list though? Wouldn't that be easier? Once an employee is marked "Hidden," that option could then become active?
User avatar
jordansparks
Site Admin
Posts: 5776
Joined: Sun Jun 17, 2007 3:59 pm
Location: Salem, Oregon
Contact:

Re: How to hide/delete task lists

Post by jordansparks »

That would be a feature request.
Jordan Sparks, DMD
http://www.opendental.com
User avatar
B.Thomas
Posts: 160
Joined: Mon Jul 23, 2007 11:00 pm

Re: How to hide/delete task lists

Post by B.Thomas »

Since this original post it looks like we are now able to delete tasks lists that are empty. I was however having difficulty deleting an empty task list that was attached to an employee as an inbox. When trying to delete the old inbox I kept getting the error message, "not allowed to delete the task list because it is attached to a user inbox". I finally figured out I had to set the employee's inbox to "none" prior to making the employee hidden. Just thought I would share that. Maybe we could add a section to the user manual describing the steps to take after an employees leaves the practice?
User avatar
Arna
Posts: 444
Joined: Tue Jul 09, 2013 3:16 pm

Re: How to hide/delete task lists

Post by Arna »

Great idea! I'll pass the idea on to our technical writer.
Entropy isn't what it used to be...

Arna Meyer
Post Reply