Keep an activity’s instructions, assignment, and schedule current as case work changes.
Where the case Activities list provides a duplicate action, use it as a starting point for similar work. Review the copied title, dates, assignee, calendar, and other fields before saving the new activity.
The deletion confirmation states that this cannot be undone. If work was cancelled but its history is still useful, consider changing its status to Cancelled instead. Review related updates and billing separately; deleting an activity is not an invoice adjustment.
Check Edit Activities, Delete Activities, or Modify Activity Status permission as appropriate. Intake, closed, or read-only case statuses can restrict activity work even when your role normally permits it.