Disabling and deleting SoftExpert Kanban records
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This article is valid for version 3.0 of the system. Click here to access the valid documentation for the previous versions.
Prerequisites
- Access to the Board and backlog (KN008) menu.
- Access to the Management > Workspace (KN009) menu.
Introduction
The system allows the user to delete, retire, cancel, and reactivate records of the SoftExpert Kanban component.
The activity deletion operation can be performed in bulk.
See below how to perform these operations:
Disabling a workspace
1. Access the Management > Workspace (KN009) menu.
2. Find and select the desired workspace.
3. <Click> on it <with> the <right mouse button>. Then, select the Open data option.
4. In the General data of the workspace, enable the Disable workspace for use option.
It is also possible to disable a workspace in a different way:
1. Access the Management > Workspace (KN009) menu.
2. Find and select the desired workspace.
3. <Click> on it <with> the <right mouse button>. Then, select the Change status option.
4. Confirm the deactivation of the workspace using the system message that will be displayed.
Workspaces that have been disabled can be enabled again.
To do so, go to the Management > Workspace menu, enable the "Inactive" filter and run a search. Select a disabled workspace and click on it with the right mouse button. Then, select the Change status option. Confirm the system message to reactivate the workspace.
Deleting tasks from the board
1. Access the Board vision through the Board and backlog (KN008) menu.
2. Select the workspace with the task you want to delete.
3. Then, select the task and click on the 
button located at the top.
4. Click on the Delete option.
5. Confirm the delete by means of the system message that will be displayed.
Delete activities in bulk
The system also allows deleting multiple activities at once through the Backlog view of the Board and backlog (KN008) menu.
1. Access the Backlog vision through the Board and backlog (KN008) menu.
2. Select the workspace with the activities you want to delete.
3. Then choose the desired sprint and expand it to check its activities.
4. Select the activities and click the Mass actions button in the toolbar.
4. Click the Delete option.
5. Confirm the delete by means of the system message that will be displayed.
Cancelling a task
1. Access the Board vision through the Board and backlog (KN008) menu.
2. Select the workspace with the task you want to cancel.
3. Then, select the task in the board and click on the button located at the top.
4. Click on the Cancel option.
5. Confirm the cancellation through the message from the system that will be displayed.
The cancelled activities, unlike the deleted activities, can be viewed through the View menu > Tasks (KN010) or by the Backlog screen by adding the filter "Cancelled activities".
After being cancelled, they can be reactivated. For this, access the Backlog vision through the Board and backlog (KN008) menu and add the cancelled activities filter. Then, select the desired activity, click the button and select the Reactivate option.
Delete SoftExpert Kanban records
In addition to activities, it is also possible to delete steps, flowcharts and workspaces from the system.
1. Access the menu of the record type (milestone, flowchart, workspace, etc.) you want to delete.
2. Type the name of the record in the search field or use the desired filters.
3. Click the Search button.
4. Then, select the desired record and click the button in the Actions column, on the right of the screen.
5. Click on the Delete option.
6. Confirm the delete by means of the system message that will be displayed.
Conclusion
Now, it will be possible to better organize tasks and records in SoftExpert Kanban by deleting or cancelling them as needed.