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How to deactivate Projects, Tasks and Worktypes?

Last Updated: May 28, 2018 05:56AM PDT
Once the Project is completed, the admin will be able to deactivate related Projects from the list. So that users will not see them in the drop down list for further Check ins.

To remove/deactivate Projects from the list.
  • You should be logged in as Salesforce Admin User of your org,
  • Go to dftly¬†Projects
  • Click on Go, to view Projects lists
  • Click on Project which you want to deactivate
  • Check the Check box which is available on screen next to Inactive.
  • Save it
Now the Projects which are marked as Inactive will not appear in the Projects list on the Handsets. This will also shorten the list of Projects on the Handset.

Note: Follow the same procedure to deactivate Task and Work Types.

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