You can delete projects and their tasks if needed. Generally, it might not be best practice to delete records (such as projects) as they may be needed for reporting and analysis. Instead, you could consider archiving projects because archived projects are accessible for reporting and analysis: Archive Projects.
If you accidentally deleted a project and would like to recover it, check out this article: How do I undelete a TaskRay Project or Task?
Keep in mind, you cannot delete projects that you are not the owner of (unless you are a system administrator). In order to delete custom object records in Salesforce (such as TaskRay Projects), you must be the owner of those records. If you do not own the project, but need to delete it, you can reassign it to yourself and then delete it. You can read more about project owners here.
Delete a Project
- In the left sidebar, hover over the project that you want to delete and click on the More Actions icon that appears.
- Select Delete Project.
- A confirmation dialog will ask you to confirm. Remember! Deleting the project will delete the project and all of the related project tasks. If you do not want to delete the tasks, reassign them to other projects prior to deletion. In addition, you can select to delete any associated sub-projects as well.
- Using the Include sub-projects checkbox, specify if you want to include the associated sub-projects in the deletion.
- Click Delete.