The Mass Task Wizard allows you to create many tasks at once. It can be used to create recurring tasks and has the capability to link tasks to customers, items, and service jobs. Tasks previously created with this wizard can also be updated or deleted en masse.

To use the wizard to create new tasks:

1. Click Associate > Tasks > Mass Task Wizard. The Mass Tasks Wizard will appear. 
    

   

2. Select New Tasks and click Next. 
    

   

3. There are seven types of tasks that can be created:
    

   

4. Select the desired type of task, fill out any required fields (e.g. dates or filters), and click Next. 
   
        a. Date tasks will bring you directly to Task Details.
   
        b. For tasks that utilize a filter, the matching records will be displayed. You must select one or more records before proceeding to Task Details. 
    
5. Task Details required fields vary by type and are noted on screen with an asterisk. 
6. 6. Enter details, then click Next and Finish to create the tasks. 

NOTE: Notifications are not sent on tasks created with the Mass Task Wizard, however these tasks will appear on the Daily Email. 

To use this wizard to update previously created tasks: 

1. Click Associate > Tasks > Mass Task Wizard. 
2. Select Edit Existing Tasks and use the drop-down to select the group of tasks you wish to update, then click Next. 
3. Task Details will be displayed. Make any desired changes, then click Next and Finish to update existing incomplete tasks. Note that completed tasks will not be changed. 

To use this wizard to delete tasks: 

1. Click Associate > Tasks > Mass Task Wizard. 
2. Select Edit Existing Tasks, use the drop-down to select the group of tasks you wish to delete, and check Delete Incomplete Tasks. 
3. Click Next and Finish to delete the tasks. 

NOTE: that any task marked Complete will not be deleted.