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Bulk Reassign Tasks to other user

I am trying to reassign a bunch of my tasks to be tasked to another user on my team. I can't find an easy way to do this and currently have to go into every single one and manually click on the "assigned to" button and then choose a different user. Please help, this is taking forever!

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  • Hello Kaylee, 

    At this time Insightly does not offer a way to bulk update tasks. If you like to update multiple tasks at once the best option is to export your Tasks and re-import them after updating the "user responsible email address" within the file. 

    Hope that works for you! 

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  • With all due respect Alejandro, you can simply bulk edit the tasks and choose new "responsible owner."

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  • Hello Eric Greenspan,

    That is correct for users using our New Insightly Experience!

    Kaylee is using our Insightly Classic web version currently which in that version "bulk edit" for Tasks is not available. This is why the workaround I presented is the best option. 

    Thanks for your input this will help other users using the New Insightly Experience. 

     

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