There are two ways to unassign an Assessment or Worksheet to a client. In this article we'll walk through both:
During a live session via the Assist panel
From the client's profile in the Worksheets or Assessments tab
Before we begin
This article applies to those subscribed to the Plus plan. Users subscribed to the Standard plan will not have access to these features (Assist).
How to unassign an Assessment or Worksheet during a live session
In the Assist panel, head to the Assessments or Worksheets tab
Click the three dots next to the Assessment/Worksheet you'd like to unassign and click Unassign
That's it! 🎉 The Assessment/Worksheet has been unassigned and will no longer be sent to the client.
How to unassign an Assessment or Worksheet anytime from the client's profile
Navigate to the client's profile, then go to the Assessments or Worksheets tab
Click the three dots next to the Assessment/Worksheet you'd like to unassign and click Unassign
That's it! 🎉 The Assessment/Worksheet has been unassigned and will no longer be sent to the client.
FAQ
How do I assign an Assessment or Worksheet to a client?
How do I assign an Assessment or Worksheet to a client?
Check out this help article for step-by-step instructions: Assigning Assessments and Worksheets