Bulk Editing in the Task Manager

The Task Manager provides a way to create, complete, and edit tasks in one location. You can also edit in bulk. 
This article will provide an overview of the Task Manager's bulk editing features.

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Article Contents

• Bulk Rescheduling 
• Bulk Deletion 

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Launchpad

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Bulk Rescheduling

To reschedule tasks in bulk, do the following:

1. Hover over a task in the Task Manager window. Click the    checkbox next to the associated lead. Repeat as necessary.
2. Click    Reschedule.
   
   

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3. Select the desired date and time from the Due Date drop-down menus.
4. Click OK.
   
   

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Note: To select all available tasks, click either the    checkbox next to the number of total tasks or Select All. Click Clear Selection to deselect all selected tasks.

Bulk Deletion

To delete a user's tasks in bulk, do the following:

1. Hover over a task in the Task Manager window. Click the    checkbox next to the associated lead. Repeat as necessary.
2. Click    Delete.
   
   

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3. Click Delete.
   
   

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Note: Click the    checkbox next to the number of total tasks or Select All to select all available tasks. Click Clear Selection to deselect all selected tasks.