How to Use Bulk Actions on Tasks in Topline

Simplify your task management with bulk actions in Topline. This article provides a detailed guide on how to perform bulk actions on multiple tasks simultaneously, saving you time and effort. Learn how to update, assign, and manage tasks in bulk to streamline your workflow and enhance productivity. Perfect for users aiming to efficiently handle large sets of tasks.

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1. Start by accessing the 'Tasks' menu option.

2. Next, choose the relevant contacts for your operation.

3. Then, click on 'Bulk Actions' to proceed.

4. After that, opt to mark items as complete if needed.

5. Alternatively, you may mark items as pending instead.

6. Lastly, consider deleting selected items if necessary.

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