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Create tasks in bulk based on client tags

Sara_Workman Posts: 3

So we can send mass emails based on tags but it would be really great if we could create tasks in bulk as well.

2 votes

New Idea · Last Updated


  • Kbersh
    Kbersh Posts: 20 ✭✭

    Just as a heads up you can do this from the contact list. You'd go to your contact list, filter by tags, select all (check box on the left hand side) and then up in the left hand corner you'd click the check mark for 'Bulk task'. I'm assuming everyone has access to this, but this is available for me.