This action permanently deletes calendar scheduled entries and cannot be undone. Use with extreme caution and always test first!
Sometimes tickets accumulate scheduled work that’s no longer relevant - cancelled appointments, outdated maintenance windows, or planned work that’s become unnecessary. Instead of manually cleaning up each calendar entry, this action bulk-removes unwanted scheduled work, helping keep your calendar clean and organized.
This action is currently fully supported for ConnectWise. Autotask support is planned for future releases, if you are an Autotask user and needs this action please reach out to Neo Team!
Quick Start
Here’s how to safely clean up scheduled entries:1
Choose your trigger
Works great with Ticket Update when status changes to “Resolved” or “Cancelled”
2
Filter carefully
Use ticket filters to target only tickets that need schedule cleanup
3
Configure deletion scope
By default, only incomplete entries are deleted. Enable “Delete future entries” if you also want to remove future completed entries
4
Test first
Always test on a few non-critical tickets before running on important data
Best practices
Safety First
This action can’t be undone and removes calendar scheduled entries from selected tickets. Always double-check your ticket filters and test on non-critical tickets first.Understand What Gets Removed
By default, the action only removes calendar entries that aren’t marked as “done” or “completed” in your PSA, preserving your completed work history. However, if you enable “Delete future entries”, the action will also remove future appointments that are already marked as completed. This is useful for cleaning up completed appointments that are scheduled for future dates but are no longer needed.Choose the Right Deletion Scope
- Default behavior - Only deletes incomplete scheduled entries (past and future)
- With “Delete future entries” enabled - Also deletes future entries that are already marked as completed
Perfect for Status Changes
This action works great when tickets are resolved or cancelled. Set up triggers that automatically clean up scheduled work when tickets no longer need it.Use Precise Filters
Be very specific with your ticket filtering. You don’t want to accidentally remove scheduled work from active tickets that still need those appointments.Common Use Cases
This action is perfect for:- Cleaning up appointments when tickets are resolved early
- Removing cancelled scheduled maintenance work
- Clearing outdated calendar entries from old tickets
Configuration options
Delete Future Entries
Default: Disabled When enabled, this option will also delete future appointments that are already marked as completed in your PSA system.Ticket Selection
The action processes tickets based on your workflow trigger and any filters you’ve configured. Make sure your filters are precise to avoid accidentally affecting the wrong tickets.What you’ll get
After the action runs, you’ll see:- Event History: Confirmation of which scheduled entries were deleted
- Clean Calendar: Removed appointments no longer appear in technician calendars
- Updated Tickets: Tickets no longer have the deleted scheduled work attached
Example workflows
Cleanup on Resolution
Cleanup on Resolution
- Trigger: Ticket status changes to “Resolved”
- Filter: Only tickets with scheduled work
- Delete Schedule Entries: Remove incomplete scheduled work
- Result: Resolved tickets no longer have pending appointments
Maintenance Cancellation
Maintenance Cancellation
- Trigger: Ticket status changes to “Cancelled”
- Filter: Tickets tagged with “Maintenance”
- Delete Schedule Entries: Remove all scheduled work including future completed entries
- Result: Cancelled maintenance tickets are completely cleaned up
Always test this action in a development environment or with non-critical tickets first. The deletion is permanent and cannot be reversed.