Card, Delete

Deleting a Card

You can delete cards in both Tree and List Views. 

 

From the Tree View:

Select the plan item's name (the text highlighted in blue)

 

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Once you open the plan item's details, click the 'Options' menu in the top right-hand corner of the card, represented by the ellipses icon.

 

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Click the 'Delete Item' option located at the bottom of your list of Options, then 'Confirm' to complete the deletion of the item. Note: If the plan item you are deleting has supporting items, deleting the parent item will also delete all of its children or supporting items as well. 

 

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From the List View:

Locate the plan item you wish to delete within your List.

 

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Click the 'Options' menu represented by the ellipses icon at the far-right end of the item's row in your List. Click the 'Delete' option located at the bottom of your list of Options. 

 

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Click 'Confirm' to complete the deletion of the item. Note: If the plan item you are deleting has supporting items, deleting the parent item will also delete all of its children or supporting items as well.

 

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If the Delete button is not available, it is because you have not been given editing permissions for that item or plan. Contact your plan administrator for assistance.