Delete ClearTrial-defined Major Tasks or Tasks

To exclude ClearTrial-defined major tasks or subtasks from the specific trial you are planning, you can delete them.

Deletion removes the major task or subtask only from the plan you're editing. It does not delete it from the template on which the plan is based. However, you will be prompted to confirm the deletion, as it cannot be undone.

Note:

You cannot delete major tasks or subtasks for meeting labor. Instead, edit or delete the associated meetings.

To delete a ClearTrial-defined major task:

  1. From the Edit menu, select Plans.
  2. On the Plans screen, select the plan, and then click Edit.
  3. On the Edit Plan screen, select the Labor tab.
  4. On the Labor tab, highlight the major task you want to delete by clicking its row.
  5. Click Delete Major Task.
  6. Confirm the deletion.

To delete a ClearTrial-defined task:

  1. From the Edit menu, select Plans.
  2. On the Plans screen, select the plan, and then click Edit.
  3. On the Edit Plan screen, select the Labor tab.
  4. On the Labor tab, select a Major Task and click Edit Major Task.
  5. On the Major Task Details tab, select the task to be deleted from the list of tasks.
  6. Click Delete Task.
    ClearTrial deletes the task without asking for confirmation. It appears crossed out in the list of tasks.