What you need to know
Skip a task when it does not need doing for this work. A skipped task stays in the plan, marked Skipped, so the record shows it was a choice. A department manager can bring it back later, and can also bring back a task that is Not applicable.
- Who can skip: the person on the task, or a manager.
- A task that needs an approval is different. In ProperTax these are the Legal and Accounting approval tasks. Only a person who may give every approval that task needs may skip it. A manager and the person on the task are refused.
- Who can bring back: a department manager or a company administrator, on the project's page.
Skip a task
- Open the property or engagement the work is for, and find the task in its Work panel.
- Open the task's card and select Skip.
- In Reason, pick why. A reason is optional, unless other work was waiting on this task. If you pick Other, type the reason in Details.
- Select Skip.
If the task had other work waiting on it, that work goes ahead without it. If you are not a manager and not on the task, Workflow refuses and says “Only a manager, or the person this task is assigned to, may skip it.” On a task that needs an approval, the message names the approval: “Only a person who may give this task's Legal approval may skip it.” Skip shows on the card only to a person who may skip that task.
Bring a task back
Before you do this
A task you bring back becomes a task to do again. A not-applicable task stays that way even though its test still fails, until someone skips it or changes the value it tests. A skipped task does not hold anything up again: work that went ahead without it carries on.- Open the project's page.
- In Tasks by stage, find the task marked Skipped or Not applicable.
- Select Bring back on its row. Workflow asks first.
- Select Bring back in the question. Select Not now to change nothing.
Confirm it worked
The task's state on the project's page shows Skipped after a skip, and Active after you bring it back. See Task states.
If it did not work
- A message says “This property was deleted on 10/06/2026; its work is paused until it is restored.” The work's property or engagement was deleted, and nobody can change its work until the record is restored. See A project or its tasks disappeared.
- Details says Required: you chose Other. Type the reason, then select Skip again.
- There is no Bring back button: the task is not skipped or not applicable, or your role does not allow it.
- A removed task cannot be brought back from the project's page.
- The task went back to Not applicable by itself: a value it depends on changed. Read Why a task is “Not applicable”.