You can delete tasks if needed. Generally, it might not be best practice to delete records (such as tasks) as they may be needed for reporting and analysis. Instead, you could consider archiving tasks because archived tasks are accessible for reporting and analysis: Archive Tasks.
If you accidentally deleted a task 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 tasks that you are not the owner of (unless you are a system administrator or higher in the role hierarchy than the record owner). In order to delete custom object records in Salesforce (such as TaskRay Tasks), you must be the owner of those records. If you do not own the task, but need to delete it, you can reassign it to yourself and then delete it. You can read more about assigning tasks here.
Delete a Task Through Task Details
- Locate the task that you want to delete and open its Task Details.
- Click Delete.
- A confirmation dialog will ask you to confirm. Click Delete to confirm.
Delete a Task Using Drag and Drop
- From the TaskRay toolbar in any of the four TaskRay views, drag and drop the Trash Can icon onto the task that you would like to delete.
- Alternatively, in Kanban View (only), drag and drop the Task Card onto the Trash Can icon in the TaskRay toolbar.