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Mass Complete Tasks From Task Management Screen
Mass Complete Tasks From Task Management Screen
Updated over 10 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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