Bulk Actions

The Bulk Actions feature enables users to select multiple tasks, then add or remove task assignees as a bulk operation.

Bulk Add Operation for Task Assignees

This feature allows users to assign multiple individuals to all selected tasks. To do this, follow the steps below.

1. From the My Tasks page, select one or multiple tasks from the list by clicking the checkbox beside the Tasks ID column.
   
   

2. Click Bulk Actions and select Add Assignees.
   
   

3. Select one or multiple assignees to assign to the selected task(s) on the right side of the page.
   
   

4. Verify the task(s) to add a bulk assignee by clicking on the View selected task(s) link. You can also click any of the listed tasks and subtasks on the right side of the page.
   
   

5. Click Add to start processing the task and then click Proceed.
   
   

6. The Activity Status displays that processing is In Progress. A Completed status is displayed once the processing is complete. The selected assignee(s) are now assigned to the selected task(s).
   
   

Bulk Remove Operation for Task Assignees

This feature allows users to remove multiple individuals to all selected tasks. To do this, follow the steps below.

1. From the My Tasks page, select one or multiple tasks from the list by clicking the checkbox beside the Tasks ID column.
   
   

2. Click Bulk Actions and select Remove Assignees.
   
   

3. Select one or multiple assignees to remove from the selected task(s) on the right side of the page.
   
   

4. Verify the task(s) by clicking on the View selected task(s) link. You can also click any of the listed tasks on the right side of the page.
   
   

5. Click Remove to start processing the task and then click Proceed.
   
   

6. The Activity Status displays that processing is In Progress. A Completed status is displayed once the processing is complete. The selected assignee(s) are now removed from the selected task(s).