Create a bulk task
Written by Avery Simmons
Updated at August 23rd, 2021
Table of Contents
1. Select Contact list from the slide-in menu.2. Click the checkboxes in-line with each contact you wish to include on the bulk task.3. Click the Bulk Task icon.4. Fill out the necessary fields in the Create Bulk Task window.5. When finished, click Create task.You can save time and create a task for multiple contacts all at once by creating a bulk task. To get started, click Contacts on the global navigation bar.
Roles/permissions:
- Roles: Any
- Permissions: Create, Edit, and Assign Work; Generic Tasks
1. Select Contact list from the slide-in menu.
2. Click the checkboxes in-line with each contact you wish to include on the bulk task.
3. Click the Bulk Task icon.
- The Create bulk task window will pop-up.
4. Fill out the necessary fields in the Create Bulk Task window.
- To use a Task Template, toggle the Create task from template switch.
- For more information about tasks, refer to the Create a Task article.
5. When finished, click Create task.
