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How to remove tasks from your to-do list within the app

If you have started a task that no longer needs to be completed, you can remove this from your to-do list within the Zaptic app. 

Please be aware that this will remove the in-progress report from your to-do list and may reflect as a missed scheduled instance on any dashboards configured based on your completion of a scheduled task. 

Starting the task

Tasks must be started before they can be cancelled and removed from the to-do list. 

To do this, select the task in your to-do list and pick a report subject in order to begin completing the workflow. 

Screen Recording 2024-08-22 at 10.29.24 AM.gif

 

Remove the task from your to-do list

Once started, you can press the back arrow in the top left of the interface to return to the report timeline. A second press of this button will also return you to your to-do list. 

If navigating from the to-do list, you can simply select the in-progress report which will take you to the report timeline. 

app.zaptic.com_(Surface Pro 7).png

 

From here, you need to select the three dots in the top right corner in order to display a bar along the bottom of the page which will enable you to cancel the task. 

After pressing the cancel button, this task will be removed from your to-do list and you will no longer be able to resume that report.

app.zaptic.com_(Surface Pro 7) (1).png