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Creating tasks in bulk

We’re in the process of rolling out this functionality to all of our customers now. If you don’t see this functionality and would like it, contact us.

Here’s how to create tasks in bulk:
  • Please note: bulk creating tasks will create a unique task for each selected contact with the exact same task name, due date, and assigned user.
  • Go to the main Contact list by selecting "Contacts" in the navigation bar on the left.
  • If necessary, filter your contact list by any desired criteria to pull up just the appropriate records.
  • Tick the "Select all" box above the first contact and select all of the records. Or, tick just the box to the left of the desired records.
  • Select “Perform bulk action on [number] records” at the bottom of the screen. In the dialog that opens, select “Attach an item.” Then, choose “Task.”
  • Enter a task name and select the appropriate due date. Optionally, assign the tasks to another user and enter a description.
  • Click on the button “Create task for [number] records.” Then, select “Attach to [number] records” to confirm the task creation.
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