Deleting Content or Form Fields

If you have a premade template or a template that you built from scratch, there may be times when you need to change some of the content inside it.

Perhaps your process has changed over time, or one part of your process is no longer necessary, and you want to delete some of the details inside it.

To delete a content widget or form field from a template, you first need to be editing that template.

Users: In order to delete widgets, you must be an Administrator or a Member who has been given ‘can edit’ permission by your administrator.

Start by clicking the cog next to the template’s name, then click “Edit this template” from the menu on the right-hand side of the screen.

Next, navigate to the task you want to delete widgets from, then click the “X” at the top right of the widget you want to delete. When you have finished, Save changes to your template.

The gif below shows this in action.


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