How to Bulk Update Tasks

This tool will let you bulk update tasks for leads or re-enrollment leads that are in the same lead workflow. Leads that are in the same workflow have the same tasks so this allows the system to complete or cancel tasks accordingly. Leads selected that do not share the same workflow will be ignored. 

1. Start by going to the Leads Table and filter for the leads you want to update. 
   PRO TIP! Filter for leads that share the same workflow. For example, many schools will use workflows like "early childhood," "grades," "middle school," or "high school" that will correspond to certain grades.
2. Now, select the leads you want to update > click Bulk Edit > click Bulk Update Task.
3. This will take you to the Bulk Edit Lead Tasks page where you will see each of the leads you have selected. If you selected leads that are in different workflows they will be separated.
   • Start by selecting the lead workflow configuration you want to use.
     
4. Next, Select Phase that you want to update within the selected workflow. 
   
5. Now, Select a Task that you want to update. You should also select if you want to Mark Task 'Cancelled' or 'Completed'?. Click Update Task and you are all set!
   
6. PRO TIP! You will be notified if any of the selected leads did not have a task updated; remembering that you can only update leads within the same workflow.
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