Assign Tasks on the Task Dashboard

Bulk Update Tasks on the Task Dashboard

  

Update multiple tasks at once when you use the Bulk Update feature on your Task Dashboard. This article will walk you through the process.

  1. Click Workflow...Task Dashboard from your navigation bar.
  2. Check the boxes next to each task you want to update.
  3. Click the white triangle next to Bulk Actions and select Update from the picklist.
  4. Enter the updates that you want applied to your selected tasks. You can make as many or as few changes as you’d like.

    These are the fields that you can update:

    -Priority
    -Start and Due Dates
    -Estimated Hours, Fees, and Expenses
    -Default Service Item
    -Default Class
    -Fee Type
    -Retainer Amount
    -Copy To
  5. Click Update to update your selected tasks.

Where to Go from Here:

Assign Tasks on the Task Dashboard

Assign Tasks in BigTime

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