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Status Planned
Created by Guest
Created on Sep 28, 2021

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Clear tasks in bulk

currently setting tasks to remind us to send a bulk email to those contacts which we can do by exporting the list onto excel. However it is incredibly time consuming to then have to clear each of those contacts of the task individually. Would be great to be able to bulk action update the tasks to cleared.

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  • Admin
    Andrew Ardron
    Reply
    |     Mar 6, 2024

    If you're interested to know a little more about what we've got planned, then check out this article: https://docs.prospect365.com/en/articles/9027673-activities-tasks-events-are-changing

  • Guest
    Reply
    |     Jan 11, 2023

    there are like 7 different ideas around clearing task in bulk and yet no action...

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4 MERGED

Clear tasks in bulk

Merged
currently setting tasks to remind us to send a bulk email to those contacts which we can do by exporting the list onto excel. However it is incredibly time consuming to then have to clear each of those contacts of the task individually. Would be g...
Guest over 2 years ago in  1 Planned
0 MERGED

bulk delete tasks

Merged
Right now, we have to click through each record to delete tasks. This is cumbersome and we should be able to bulk delete tasks, especially when we have no further action, so it's not even about replacing tasks with new tasks.
Guest about 2 years ago in  1 Planned
0 MERGED

Update contact recalls/tasks using Bulk editor in order to clear them

Merged
We have created report to show us all dated contact recalls, which have remained open. But are unable to use the Bulk update option to clear them. The Task table is visible in the updater but you cannot select any fields.
Guest almost 2 years ago in CRM App 1 Planned