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Delete a note/task from side panel #7069

Open Bonapara opened 3 days ago

Bonapara commented 3 days ago

Current Behavior

You can't delete a note/task without navigating to it or accessing the Notes object list.

https://github.com/user-attachments/assets/c1c825cc-c3e5-4b48-9b3e-6006d0c1f514

Desired Behavior

Add an action button that allows deletion of the note/task directly from the side panel.

7030b76bd9750096c880648d49d6fb75b2e886ff37f1c3014753b6713f8c2056

image

harshit078 commented 2 days ago

@Bonapara, what if we allow the user to delete the notes directly from the card itself for ease of functionality ?

Screenshot 2024-09-17 at 12 56 42 AM

And for tasks we can add the delete in the side panel as mentioned

FelixMalfait commented 2 days ago

@Bonapara we need to think of this in the context of all objects not just notes/tasks because it's the same panel. For example in your desired behavior, could you please provide additional guidance that would apply to every object? Should we remove the object type in the header for all objects?

Bonapara commented 2 days ago

We synced with Félix. For V1 this should be hardcoded on every record side panel which means:

https://github.com/user-attachments/assets/68d59fe3-7db7-4414-8f3c-78de2a9221e3

In V2, we will display all the actions a user can take on a record.