bulk delete tasks created by an engagement plan

We faced the same issue, so I added a query in the Data Loader to filter tasks with the condition WHERE Status != 'Completed' AND (Subject = ' ' OR Subject = ' '). The task names were pulled from the Engagement Plan Tasks, which helped me narrow down the specific tasks to delete.

I'm searching for a way to do this as well, without a ton of technical know-how. Our team uses an auto-engagement plan to qualify new donors, but the rest of the qualification engagment plan isn't necessary once they renew once. There should be a button when I delete my engagement plan that allows me to delete incomplete tasks associated with the engagement plan.

#PUBCrawlTip​ 

Thanks for the reminder, @Terry Cole​. I spend very little time with Flow and it sounds like a great solution for this; I'll take a look at your video. I always liked Mass Action because it was a little more accessible to the clients I worked with, since they're often familiar with building reports but seldom went into setup.

You could also do that now with just the flow using SOQL scheduled flow. I love Mass Action Scheduler, too, but favor SOQL flow when I need a flow anyway.

-- Terry

I built a solution for this for a former client using #MassActionScheduler​ (info + download). I created a report that only included incomplete tasks from a deleted Engagement Plan (we didn't want to delete items already completed), then created a really basic Flow to delete a Task record (how to), and then created a Mass Action configuration that would reference the report periodically and during times that didn't conflict with any scheduled jobs. Let me know if you have more questions about it, @Sam Lim​.

We built a little flow and attach it to a button on the engagement plan that cancels all remaining tasks, collecting a cancellation reason which is put on the engagement plan. That way we can review the canceled engagement plans and figure out how to avoid creating unnecessary work as we fine-tune.

I wonder if it might be an option to break the 30+ task engagement plan into several and assign them only when it’s clear that the tasks will relevant.

Also, I recorded a video on my findings about best practices for engagement plans so far. It’s in the video section at