Bulk Update Tasks

With this feature, staff members and providers can save time and effort by updating multiple tasks at once from the provider web app, reducing manual redundancies in task management.

How it Works

1. From the Tasks tab, select the Bulk Task Update icon.

2. Select multiple tasks and subtasks from the list view or board view for bulk actions by selecting Edit to bulk edit or Delete to bulk delete. NOTE: Users will only be able to update provider assigned tasks.

3. Upon selecting Edit in the step above, a dedicated bulk action toolbar appears, where you can perform bulk actions including updating assignee, status, priority, labels, due date, comments, and task pool assignment.

4. Upon making your changes, you can then click Preview Changes to review prior to applying your changes and view any selected tasks that have conflicts or update restrictions.

a. Click Preview Changes.

b. Review and then select Apply Changes.



Note:  You can view associated automations that will be triggered on bulk update for the selected tasks. Additionally, changes will sync across the platform and are logged in task audit histories.