Complete Old Activities

How do I clean up old activities?

If you find yourself needing to clean up old activities, start with a  job view (make sure you include all activity types when you select fields) and then complete the activities directly on the view:

To make sure that you don't have to keep doing this in the future, be sure to update your Job Templates to  only include activities that you actually track.

Once you clean up your old activities, it will help you make sure that new activities don't fall through the cracks going forward.

If you find you have hundreds of old jobs that need to be completed,  contact support and ask for help - we can help you create views to filter out those incomplete jobs.

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