Bulk Tasks

Some tasks repeat across many cases and are resolved the same way every time, for example confirming receipt or a simple approval. You can complete these tasks all at once, without opening each one separately. You will find them in the task list on the Bulk tab.

The tab shows only your active tasks for which the template author has enabled the Allow bulk completion of tasks option. All other tasks must be resolved individually.

ElementPurpose
BulkTab with tasks that can be completed in bulk.
SelectedHow many rows you have selected.
CompleteOpens the bulk completion window. The button is active when at least one row is selected.
CheckboxesThe checkbox on a row selects a single task. The checkbox in the header selects all tasks in the list.
Filter, columns, exportWork the same way as on the other tabs. See the Task List article. Quick filters are not available on this tab.
The tab may be hidden
The system administrator can hide the Bulk tab in the configuration using the tas.hideBulkTasks key. If you do not see it and need bulk completion, contact your administrator.

How to complete tasks in bulk

  1. Open Tasks › Bulk.
  2. Select the tasks you want to complete. You can narrow down the list with a filter first, for example by task name.
  3. Click Complete. The Complete in bulk window opens.
  4. In the Tasks field, choose what should be completed:
OptionWhat gets completed
Selected onlyOnly the selected tasks. Their number is shown in brackets.
AllAll tasks on the Bulk tab that match the active filter. Their total number is shown in brackets.
  1. Click Complete and confirm the prompt Do you really want to complete the tasks?.
  2. If the template requires certain fields to be filled in for bulk completion (for example a decision or a comment), the window changes into a form with these fields. Fill them in and click Complete again. The entered values are applied to all tasks being completed.
  3. The Saved! message confirms that the tasks have been completed. They disappear from the list and the cases continue to the next step.

On mobile devices, the Complete button is at the bottom and spans the full width of the screen.

Only tasks of the same type
You can complete at once only tasks that originate from the same task in the same template. If you select more than one kind, the message Only tasks of the same type can be completed in bulk, you can use the filter. is displayed and nothing is completed. Narrow down the list with a filter in the Task Name or Case Name column and complete each kind separately.

You can also resolve any task on this tab individually: double-click the row to open it for resolution.

Related: Task List, Resolving a Task.

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