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Help! How do I delete an email template?
Step-by-step instructions for deleting an email template.

If you no longer need an email template saved in your Task Manager, follow the steps below to delete it. Please note, once deleted, email templates are gone forever.

 

Step-By-Step Instructions

  1. Click Edit next to an existing email task.
    1. Or select Email as the task type when creating a new task.
  2. Click the Select Template dropdown.
  3. Hover over the template you want to delete.
    1. A trash can icon 🗑️ will appear.
  4. Click the trash can icon.
  5. In the confirmation pop-up, click Yes, I'm Sure to permanently delete the template.

    📌 Note: Files using the template before it was deleted will not be impacted.

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