Adjusting the status of tasks in bulk

Created by Matt Reid, Modified on Wed, 20 Apr 2022 at 03:47 AM by Matt Reid

  1. Go to the ‘Tasks’ tab, and click ‘All Tasks’

  2. As required, filter and search the tasks you are looking for

  3. Then select using the left-hand checkbox, all the tasks you want to bulk update

  4. Scroll to the bottom of the page and you will see a light-blue action box

  1. Select an action you would like to perform:

    • Mark ‘Incomplete’ - Shifts tasks into the incomplete tab, this will reactivate any completed tasks on the delegated team members list

    • Mark ‘Pending Approval’ - Shifts the task into the pending approval tab

    • Mark ‘Complete’ - Shifts the task into the complete tab, ready for billing

  2. Press ‘Confirm’ to make the changes

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