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5. How to Delete a Desk

When to Delete a Desk

  • You ran a pilot “Beta Test” Desk that never went live.

  • You permanently closed one of your “Tokyo Office” Desk.desks.

Deletion is permanent: All membership links and any Desk-specific workflows disappear. Only manually created Desks can be deleted; you cannot remove a Project’s Default Desk.

Step 1. Locate the Desk

In the Desks module, find the card for the Desk you wish to remove.

Step 2. Initiate Deletion

Hover over that card and click the 🗑️ Delete icon in the top-right corner.

Step 3. Confirm Permanently

A modal appears warning you: “Are you sure?”

Click Confirm to proceed, or Cancel to back out.

Step 4. Post-Deletion Cleanup

Any Clients still assigned to that Desk automatically fall back to the Project’s Default Desk.

Review your Default Desk to reassign those Clients or move them to another active Desk.

Best Practices & Tips

  • Rename vs. Delete: If the Desk’s purpose changes, prefer renaming and updating membership to preserve history.

  • Regular Audits: Monthly, use the 👥 Show members view to verify only current employees retain Desk access.

  • Pre-Deletion Reassignment: Before deleting, move high-priority Clients or Requests elsewhere to avoid workflow disruption

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