Deleting a Tack/Action

  1. From any IntelliDealer screen, move the cursor over Quick Links and select Task Tracker from the pop-up menu.


    Financial Management Quick Links screen

  2. The Task Tracker screen will appear.


    Task Tracker screen

  3. On the Task Tracker screen, fill out the appropriate field and click the Go >> link.
    The Task Tracker screen will refresh listing the generated search results.


    Task Tracker screen

  4. Click on the ID.
    The Task/Action tab will appear.


    Task/Action tab

  5. On the Task/Action tab, select Completed from the Status drop down list.

    Note:  
    Canceling a task/action will also allow you to delete the task/action from the system.


    Task/Action tab

  6. Click the Save button.
    The Confirmation screen will appear.


    Confirmation screen

  7. On the Confirmation screen, click on Continue.
    The Task/Action tab will appear indicating that the task/action is completed and a Delete button will now appear.


    Task/Action tab

  8. Click on the Delete button.
    The Confirmation screen will appear.


    Confirmation screen

  9. On the Confirmation screen, click on the Yes button to delete the task/action from the system.