Overview of the Mass Tasks Wizard


The Mass Tasks Wizard is a versatile tool that can be used to create a variety of different Associate Tasks

  • Create Date driven tasks that recur on a schedule.
  • Create tasks for multiple Associates at once.
  • Create tasks based on criteria from any tab on the Customer Filter.
  • Create tasks based on criteria from any tab on the Item Filter.
  • Create tasks based on Repair or Custom Job criteria.
  • Create tasks based on Special Order criteria.
  • Create tasks based on Appraisal criteria.
  • Create tasks based on Customer Sales.
Updated on Mon, 23 Aug 2021 by Angela Chiaravalle

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