Duplicate Task to Multiple Organisations

I'd like to create a task but have it duplicated to multiple organisations - not linked.

For example, 'Review Contract' task but add it to many organisations at the same time.

How can this be done?

0

Comments

4 comments
  • You could create an Activity Set (more info on that here) with one task of "Review Contract" or more if you'd like. Then filter by which organizations you want to apply it to and bulk add the activity set. 

    3
    Comment actions Permalink
  • Great workaround Amanda!

     

    0
    Comment actions Permalink
  • Another way to accomplish this would be to import the tasks in bulk from Excel-- you would just copy/paste the task data as many times as you need, only changing the linked organization field. 

    0
    Comment actions Permalink
  • Thank you for all of the replies. I like Amanda's option the best so will be using that.

    0
    Comment actions Permalink

Please sign in to leave a comment.