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Delete Line Items Efficiently In ReadyTeam

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Quick guidde​

This demo showcases how to delete a line item within Readyteam.

Go to app.readyteam.ai​

1. Select Specific Project​

Select specific project associated with the user to begin the deletion process.

Select Specific Project

2. Open Tools Menu​

Click the designated area to access various Tools.

Open Tools Menu

3. Access Cost Assistant Feature​

Click the Cost Assistant feature to manage cost-related details for the line item.

Access Cost Assistant Feature

4. Open Additional Settings​

Click the indicated area to reveal more settings related to the line item.

Open Additional Settings

5. Toggle Row Selection​

Click to toggle the row selection using the spacebar shortcut, enabling selection of the desired line item.

Toggle Row Selection

6. Open Action Menu​

Click the area to open the action menu where you can perform operations on the selected line item.

Open Action Menu

7. Delete Selected Line Item​

Click the Delete option to remove the selected line item from the list.

Delete Selected Line Item

This demo demonstrated how to efficiently delete a line item in Readyteam by selecting, toggling, and confirming deletion. You can now manage your data with greater ease and accuracy.