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How To: Remove Clients from an Existing Schedule

To stop the recurring template tasks being created for a client.

Soraya Brown avatar
Written by Soraya Brown
Updated over a week ago

You can easily Remove Clients from a Schedule.

  1. Select the Client you want to Remove by clicking on a Ticked client in the Client List.

    Save the Schedule.

    NOTE: Removing a client will only stop future tasks from being created.

    Existing tasks already on the Work board will need to be removed using Bulk Actions.

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