How to Delete and/or Restore a Job in Okappy

This article guides you through the steps to delete and/or restore a job in Okappy, ensuring a smooth and efficient management of your tasks.

Deleting a job

  • Navigate to the Job List: Open the Okappy platform and go to the ‘Jobs’ section. This is where you’ll find a list of all your current jobs.
  • Select the Job: Browse through the job list and click the Three dots menu next to the job you want to delete.

Delete job options

  • Delete the Job: Select the Delete job option.

Delete Job Confirmation

  • Confirm Deletion: If your company settings require confirmation before deleting a job, then a confirmation prompt will appear. Confirm your choice to proceed with the deletion by entering  your name or initials (at least 3 characters) and clicking OK.
  • Job Deleted: Once confirmed, the job will be deleted and will no longer appear in your active jobs list.

Note: You can also delete a job from within the job details screen. To delete a job from within the job details screen

  1. Click the Status dropdown.
  2. Select the Deleted option.
  3. Click Update job.

Restoring a job

  • Find your Deleted job: Use the global search to find your delete job or go to the Reports section and select the Deleted jobs report.

Deleted jobs report

  • Find Deleted Jobs: Enter a date range and click Generate report.

Edit job details

  • Select your job: Select the relevant job and click Details

Copy job

  • Duplicate the Job: To restore the job, click the copy job option to create a new duplicate job
  • Job Restored: A new job will be created and will appear in your active jobs list with the same details as the deleted job.

Additional tips

Double Check Before Deleting: Always make sure you’re deleting the right job. It’s good practice to double-check the job details before deleting.

Request Confirmation Before Deleting: If you find you or members of your team often deleting jobs in error, turn on the Delete job confirmation setting to add an extra check before jobs are deleted. For step by step instruction of how to set up confirmations, see this support article.

Regularly Review Deleted Jobs: Periodically check your deleted jobs list. This can help you catch any mistakes and restore jobs promptly.

Use Filters for Easy Navigation: Utilise filters to quickly find jobs in both the active and deleted jobs lists, especially if you’re handling a large number of tasks.

Check out our video showing the whole process of deleting and restoring a job. For further assistance or if you encounter any other issues, please check out support pages, forum and videos