Mass Transfer of Tasks

If you use in-line editing this process should be familiar to you.

1. 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)

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2. Click the ‘cog’ symbol on the list view and click ‘Select which fields to display’

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3. On the popup, select the Reassign Task field and move to the Visible Fields column and save

    

4. On the list view - select the tasks you wish to amend

    

5. 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’

    

6. 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