Mass Tasks Wizard: Editing


Tasks previously created with the Mass Tasks Wizard can be edited in bulk. This only applies to tasks created using the wizard; individually created tasks cannot be updated here.

To edit existing tasks:

  1. Click Associates > Tasks > Mass Tasks Wizard, then click Next.
  2. Select Edit Existing Tasks, use the drop-down to select the group of tasks you wish to edit, then click Next.
  3. Make any desired changes to the task, then click Next and Finish to update existing incomplete tasks. Note that completed tasks will not be changed.
Updated on Tue, 22 Apr 2025 by Dominick Mastri

Glad we could be helpful. Thanks for the feedback.

Sorry we couldn't be helpful. Your feedback will help us improve this article.

How helpful was this page?