Creating tasks in bulk

Tasks can be used to track to-dos and follow ups on your calendar. Learn more about tasks here. Please note that while you can create tasks in bulk, you cannot edit or delete tasks in bulk.

From the Contact list:

• 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.
• Mouse over “CRM” in the navigation bar and select the appropriate record type, contacts or companies.
• 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.”
• Select from the dropdown list to use a task template, or enter the task name manually and select an 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.

From the pipeline report:

• Please note: the task will be linked to the contact on which the pipeline item is saved, but will not be linked directly to the pipeline item itself.
• Note that bulk creating tasks will create a unique task for each selected contact with the exact same task name, due date, and assigned user.
• Mouse over “CRM” in the navigation bar and select the appropriate pipeline name to go to the pipeline report.
• Go to the list layout by selecting “Display” in the upper right and choosing “List layout.”
• If necessary, filter your pipeline report 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.”
• Select from the dropdown list to use a task template, or enter the task name manually and select an 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.

Not sure how to set up task templates? Learn more here.