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How to deactivate Projects, Tasks and Worktypes?

Last Updated: Feb 15, 2018 04:37AM PST
Once the Project is completed, admin can 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
  • Go to dftly Projects Tab
  • Click on Go, to view Projects lists
  • Click Edit for Project which you would like to deactivate
  • Check the inactive Check box
  • Click on Save
As the Project is inactive, Users will not see the deactivated Projects on their Handset. This also shortens the list of Projects on the Handset.

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

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