Delete or Deactivate Task Templates

You can use the Task Templates page to delete or deactivate task templates. You cannot select more than 20 records at a time and delete them.

Deleting an item permanently removes it. No record of deleted list items is maintained in Anthology Student.
Deactivating an item keeps a record of it in Anthology Student (preferred). It can no longer be assigned to a student or record, but remains assigned if it was previously assigned.

Prerequisites

You must have Contact Manager - Configuration - Manage authorization.

If you want to delete or deactivate a task template, it must not be associated with a scheduled task or the scheduled task must deactivated.

If you want to delete or deactivate an item and it is associated with more than one campus, you must have access to all the campuses. For example, if the item was configured for three campuses and you only have access to two of the campuses, you can view, but cannot delete or deactivate it.

Access Method

Select the Configuration tile > expand Contact Manager > select Task Templates.

Procedure to Delete Items

Highlight the item in the list.
Select the Delete button on the toolbar.

The item is:

Removed from the list on the page and the list is redisplayed
No longer available to select on the forms that contain the list

Procedures for Deactivating Items

There is more than one method for deactivating an item.

Method	Procedure to Follow	Result
Using a toolbar button	1. Highlight one item in the list. 2. Select the Deactivate button on the toolbar.	The item: • Remains displayed in the list with No in the Active column • Is also no longer available to select on the forms that contain the list
Editing the item	1. Select the name of the item in the list. 2. In the Active drop-down, select No. 3. Select the Save and Close button.

Method

Procedure to Follow

Result

Using a toolbar button

1. Highlight one item in the list.

2. Select the Deactivate button on the toolbar.

The item:

• Remains displayed in the list with No in the Active column

• Is also no longer available to select on the forms that contain the list

Editing the item

1. Select the name of the item in the list.

2. In the Active drop-down, select No.

3. Select the Save and Close button.

Because the item is not removed, you can also make it active again by selecting the Activate button.

Limitations

You cannot delete or deactivate items that have a Yes in the System column. These items are defined by Anthology Student.