Create multiple tasks at once
complete
J
Jess Gibson
When using the Add Tasks button it would be good to be able to pick up all templates that belong to a group and create each of the steps/tasks in that group rather than having to individually add them.
This would be useful for adhoc tasks that have multiple steps and don't have a schedule applied.
S
Sunniva Andersen
marked this post as
complete
Thanks for raising this! You can create multiple tasks at once by using Add Task and selecting multiple clients, which will generate a task for each selected client in one action.
We’ll close this request for now, but if you have a specific ad-hoc setup in mind that isn’t covered by this flow, feel free to share more detail. 😊