Mass Transfer of Tasks
If you use in-line editing this process should be familiar to you.
Load up the list view of Tasks which need amending and ensure there is a filter for ‘record type’ (most of the time this will be the General Record type but Corporate Teams may use a different one)
Click the ‘cog’ symbol on the list view and click ‘Select which fields to display’
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On the popup, select the Reassign Task field and move to the Visible Fields column and save
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On the list view - select the tasks you wish to amend
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On the Reassign Task field click the Pencil icon and find the agent you wish to assign to and tick the box to ‘updated selected items’ and then click ‘apply’
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The column will highlight in yellow - click ‘save’ at the bottom and you will see the ‘assigned to’ field has updated to the new agent
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