Summary
Learn how to delete tasks from the audit plan.
Note: To delete tasks from the audit plan, you must have Manager level access to the engagement.
Go to the Audit Plan
- Select the logo in the MindBridge sidebar.
You will go to the Organizations page. - Select View in line with the desired organization, or click anywhere in the organization row.
You will go to the Engagements page. - On the Engagements page, select View in line with the desired engagement, or click anywhere in the engagement row.
You will go to the engagement's Data page. - Select the Audit Plan icon (
) in the MindBridge sidebar.
You will go to the Audit Plan page.
Each tab on this page represents an analysis type, and tasks are grouped within each tab. - Go to the tab associated with the tasks you and your team have created.
Tip: If you are already in an engagement, open the sidebar ( 
) and select Audit plan ( ) to go there.
Delete a task
- Below the graph, select View Details in line with the task you want to delete.
You will be taken to the Task Details page. - Open the Actions menu near the top-right side of the screen.
- Select Delete.
A confirmation window appears. - Select Delete to permanently delete the task.
You will be taken back to the Audit Plan page.
Select Cancel to go back to the Audit Plan page without deleting the task.
Delete multiple tasks
- Below the graph, check the boxes next to the tasks you want to delete.
A bulk action bar will appear. - Open the Actions menu within the bar.
- Select Delete tasks.
- A confirmation window appears.
- Select Delete to permanently delete the selected tasks.
You will be taken back to the Audit Plan page.
Select Cancel to go back to the Audit Plan page without deleting the tasks.
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