How: Delete Task
Delete a Task on a Note Template
If you want to delete a task from a Note Template, edit the note in the Library by clicking on the red trash can icon next to the "Create Task."
The note template will now exist in your library without a task.
If you want to delete a task for one particular occasion but not delete it from your Library, hover over the note, click on the Task icon (box with a checkmark) next to the Actions menu and delete the task.
You can delete it only in Pulse360, or both in Pulse360 and your CRM.