Use the Bulk Delete tool to permanently delete multiple tasks from Bloomerang CRM at the same time.
You might do this as part of routine data cleanup and maintenance. For example, you might decide to delete incomplete tasks from the past year.
To bulk delete tasks, you must be:
An Admin user, or
A Standard user with Data Tools permissions.
Warning: This tool permanently deletes tasks. You cannot restore deleted tasks.
Best Practices
The Bulk Delete tool can save you time, but use it with care.
Before you use the Bulk Delete tool, export and download your data. We recommend this step so you have a copy of the data for your records. Keep in mind that you cannot undo a bulk delete. For information about how to export your data, see Export Bloomerang CRM Data.
Tip: To help plan which tasks to delete, create a new task report. This optional step helps you refine which filters to use to generate the tasks list. For extra help with filtering, chat or email our Support team. When you run the Bulk Delete tool, you can use the report to generate the list of tasks to delete.
Bulk Delete a List of Tasks
To bulk delete tasks:
Click Data Tools.
On the Bulk Delete tile, click Edit.
Click New Bulk Delete.
From the drop-down list, select Tasks.
Click Select.
To specify which tasks to delete, add Include filters, Exclude filters, or both. See Report Basics: Add Filters.
Tip: You can also use a saved report to generate the list of tasks to delete. See Use Filters from Another Report.
Click OK. Tasks matching your filter criteria appear.
To permanently delete the tasks that appear in the list, click Delete. A confirmation message appears.
Click Delete. The Deleted Records page opens and shows the status of the bulk delete and the number of deleted tasks.
Tip: You can leave this page while the bulk delete runs. You cannot run multiple bulk deletes at the same time.