Mass Tasks Wizard: Overview


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 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?