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Mass Complete Tasks From Task Management Screen
Mass Complete Tasks From Task Management Screen
Updated over 7 months ago

How to use the Task Management Center to batch edit case tasks.

  • Click on the checkbox icon at the top right corner of your account.

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  • In the Task Management Center, use the checkboxes in line with each task to select multiple tasks at once to complete.

  • Click on the grey check box located under the Search Bar.

  • Select Complete, Complete With Note, or Complete With Time.

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  • Once completed, these tasks will move to the Completed Tasks Tab and case notes will be created.

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