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Knowledge Base |
Tools: Bulk Assign Tasks
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This article will walk you through bulk assigning tasks from one staff to another.
Requirements - A Master Admin login or a staff type with the following permissions:
1. Access Bulk Assign Tool
Navigate to Tools > Tasks > Bulk Assign Tasks.
2. Using the Tool
From - Select from the drop down the staff member we want to take the tasks from.
To - Select from the drop down the staff member who needs to be assigned the tasks.
Task Type - Choose if re-assigning tasks from Prospect, Members/Customers or Both.
Click Bulk Assign to complete the process.
Requirements - A Master Admin login or a staff type with the following permissions:
- Tools: Can access tools
- Tools: Can access tasks tools
Bulk Assign Tools
1. Access Bulk Assign Tool
Navigate to Tools > Tasks > Bulk Assign Tasks.
2. Using the Tool
From - Select from the drop down the staff member we want to take the tasks from.
To - Select from the drop down the staff member who needs to be assigned the tasks.
Task Type - Choose if re-assigning tasks from Prospect, Members/Customers or Both.
Click Bulk Assign to complete the process.
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