The Task Manager bulk action feature lets you delete, reassign, or complete multiple tasks with just a few clicks. Here’s how:

Step-By-Step Instructions

1. Go to the Tasks module.
2. Click the checkbox labeled Task to select all tasks.
3. 1. Or click the checkbox next to a task name to select it individually.
      

3. When a task is selected, a black bar will display the following details and options:

• • • Number of tasks selected
    • Mark as Complete
    • Assign to
    • Delete

⚠️ Important: Deleted tasks cannot be recovered.

Bulk Assign Tasks

1. Select the task or tasks you want to assign.
2. Click Assign To in the black modal.
3. Choose the appropriate agent’s name from the dropdown menu.
4. Click Reassign.

How to Unselect Tasks

• Click the checkbox labeled Task to deselect all selected tasks.
• Click the checkbox next to an individual task to deselect it.
• Click the X next to the task count in the black modal to deselect all selected tasks.

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