Delete option in Set Task actor
Workflows can now manage tasks from creation to deletion with the new action in the Set Task actor. Previously, Catalyst users could create tasks within workflows, but had no way to remove them programmatically. This meant manual cleanup, cluttered interfaces, and potential conflicts when tasks became obsolete or workflows needed to be reset.
The enhanced Set Task actor now includes a Delete action in addition to the existing Re-create option. When you select Delete, you can target exactly which tasks to remove. This granular control transforms how workflows handle task management.
You can now build processes that:
- clean up after themselves
- reset when conditions change
- prevent conflicting assignments from accumulating over time
Delete targets
After selecting your Task Template, the Action dropdown presents a new Delete option. Choosing Delete reveals a second dropdown for Delete Target with six precision options:
- All tasks: removes every task for the chosen template in a record, regardless of status.
- All outstanding tasks: removes only incomplete tasks for the chosen template in a record.
- All complete tasks: removes only finished tasks for the chosen template in a record.
- Most recent task: removes the last created task for the chosen template, regardless of status.
- Most recent outstanding task: removes the newest incomplete task for the chosen template.
- Most recent complete task: removes the newest finished task for the chosen template from the record.
Behaviour and use cases
When the actor executes, Catalyst removes tasks based on your specifications. If no matching tasks exist on the record, the actor completes silently without errors, making it safe to include in conditional workflows.
This Delete action gives your sequences the flexibility to handle real-world scenarios more elegantly.
- When a client withdraws mid-onboarding, you can instantly remove all outstanding tasks without manual cleanup.
- Document review cycles become cleaner when you delete previous assignments before creating new ones, eliminating reviewer confusion.
- Compliance workflows can remove completed quarterly reviews whilst preserving active tasks, then generate fresh assignments as requirements evolve.
The feature integrates seamlessly with existing workflow logic, supporting conditional branching and complex automation scenarios whilst ensuring deleted tasks are permanently removed from records. This straightforward addition transforms workflows from simple task creators into comprehensive task managers, providing the control needed for truly dynamic process automation.