Completed

Feature request: Bulk Edit - Tasks also please (in contacts section, and in tasks section)

Currently, it is possible to edit, or add a note to, multiple contacts at once using "bulk edit" ability.

However:

  1. In contacts - selecting Multiple contacts. It is not possible to select multiple contacts, and "task" the group of contacts at once with the same task. This is needed where, for example, there are a number of contacts in a group, and you need to see the task against all of the group of contacts. This would be very helpful.

  2. In tasks - Bulk edit multiple task. Currently, you can only either "complete" or "change due date" on multiple tasks. However, there are occassions where we need to reassign a number of tasks to a new employee, link other contacts, reminder dates, status, or task comments to numerous tasks. 

This would just make things much easier to organise, re-organise etc.

 

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Comments

15 comments
  • Thanks for taking the time submit your feedback and provide great examples. This sounds like a great request and can see how it would be helpful to other users.

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  • Similar issue for me.  I have a series of tasks (a combination of emails and phone calls to get to an actual phone conversation with a prospect).  Once I make contact, I want to delete all the remaining tasks.  Today I need to delete each task individually.  Can be up to 10 tasks, and it takes WAY to much time.   

    Give us checkboxes down the side of the task list, and let us "complete" or "Delete" multiple tasks at once.

     

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  • Hello, I have exactly the same issue (bulk reassignment of tasks). This would be very useful to integrate into the system as reassigning tens of tasks at a time to a new person individually really does not seem an efficient use of time

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  • Please give us multiple reassignment of tasks to new person. A lot of use cases for this; sick person, leave, vacation, part time workers, change/assignment of tasks in a geographical area +++

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  • With bulk assignment of task, we could assign a lot of tasks (eg. calls/customer follow-up) to a team. Then team members can pick a number of tasks and reassign to themself in a few clicks. This is an important improvement and would save us a lot of time managing tasks for sales teams. Now the solution is frequent imports from Excel + wasting time on manual reassignments one-by-one.

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  • Yes, this would be so helpful! Any update on this?

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  • Most needed feature

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  • I concur. This would save ALOT of time!

     

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  • Hi Guys,

    Shortcut - linking multiple contacts to a task

    Our firm has developed a quick work around for this issue .... not perfect, but seems to do the job for linking multiple contacts/"groups of contacts" to a particular task (without having to 1. Create task 2. Spend ages considering which contacts need to be manually linked to that task).

    We have been using "notes" to do it. Best explained with an example: 

    1. Create a custom filter (to choose whatever criteria you need) in contacts;

    2. Select the relevant contacts from your filter (checking the boxes on the left hand side, or the "select all" box at the top left)

    3. Click the "create note" button, which only appears when you have selected multiple contacts. Create a simple note, perhaps details of the task to perform. Save the note.

    4. Create the task from the Note, from "Actions" button at the top right of the note. The task is automatically linked to both the note, and all the contacts selected in 2. above.

    Hope this helps.

    Cheers,

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  • Bulk Re-assigning of tasks to new employees should definitely be a feature - how often to companys hire new people and they need to take on tasks that an old employee was responsible for. Having to individually re-assign hundreds of tasks is just ridiculous and I think is a huge over sight from insightly. 

    Before someone says it - I have tried the bulk editing option and tasks in leads etc simply to not seem to appear here allowing them to be edited. 

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  • +1 on bulk reassigning tasks (expecting people to export, edit, then re-import is not a solution, it's a temporary workaround at best).

    Other bulk task editing would be great as well, but bulk task assignment (including when created from a pipeline activity set) and reassignment is key.

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  • +1 on bulk editing for tasks! This would be really helpful.

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  • HURRY UP PLEASE ON BULK REASSIGNING TASKS +1

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  • Agreed - bulk reassigning, completing, and deleting tasks is needed.

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  • Specifically from within the "Activity" section of a record. Not just in the main "Tasks" section.

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