Table of Contents
Welcome to OA Mobile SupportContactsProspectsLeadsCalendarNew AppointmentReschedule AppointmentMark Appointment DoneCancel AppointmentSet Appointment PendingEdit AppointmentDelete AppointmentOpen Attached ContactNew Contact To DoOpen Prospect DetailsSet Contact To Do As 'Done'Set Contact To Do as 'Pending'Edit a Contact To DoReschedule Contact To DoDelete a Contact To DoCancel a Contact To DoNew General To DoSet General To Do 'Done'Set General To Do 'Not Done'Delete a General To DoNotesMy AccountAdmin ConsoleUser ConsoleTerms & ConditionsAdditional Information
Delete a General To Do
|General To Do's| are tasks that are not linked to a contact or action.
These tasks automatically roll over to the next day until they are marked as
|Done|.
To delete a |General To Do|,
follow the directions below.
- From the |Navigation Bar|, select |Calendar|.
- From |View|, select |Day View|.
- Expand the |General To Do's| section.
- Select the |General To Do| you want to delete.
- Select the |Delete| button.
- Confirm the deletion by selecting |Delete| in the confirmation prompt.
|General To Do's| are tasks that are not linked to a contact or action.
These tasks automatically roll over to the next day until they are marked as
|Done|.
To delete a |General To Do|,
follow the directions below.
- From the |Calendar| dropdown menu, select |Day|.
- Select the |General To Do| you want to delete.
- Select the |Delete| button.
- Confirm the deletion by selecting |Delete| in the confirmation prompt.
© 1991-2026 - Baseline Data Systems, Inc.