How do I mass delete tasks?
At this time there is no way to mass delete tasks, but you can batch close all tasks by selecting Today’s Tasks in the left side taskbar. Then going to your Tasks List.
From here you can select multiple tasks at once by selecting the top tick box. A list will generate at the top, there you can batch close all selected tasks.
How do I filter tasks?
To filter tasks, simply click the Today’s Tasks from the left side bar. Locate the list of tasks and filter by the by the due date, task status, or assigned user.
Please note, some of these are only available to Admins only. Without Admin permissions you may only filter by your own tasks statuses and due date.
How do I filter tasks alphabetically?
To filter tasks by the customer’s names alphabetically, simply go to to Today’s Tasks from the left side bar. Click list, and then select the arrow next to the customer’s name.
How do I reopen multiple tasks?
To reopen multiple tasks, first go to Today’s Tasks from the left side menu and select List. You can filter by due date, task status, or staff member. Once you filter, you can go ahead and select all then re-open.
How do I reassign all tasks?
To re-assign all tasks, head over to Today’s Tasks from the left side menu then click List, you can then filter by due date, task status, or staff member assigned. Then you’ll select all or the select tasks, and re-assign.