Can Tasks be completed in bulk for multiple clients?

[gemma.britten]

Hi,

Could anyone please tell me if you can complete tasks in XPLAN in bulk for multiple clients?

I managed to find a question on the community that confirmed you could but the option on the screen isnt available for me. Then I saw the question was dated back to 2018.

It showed it previously available under Hubs and Tasks.

thank you,

Gemma

[lee.coakley]

Hi @gemma.britten 

Hope you are well.

This is not an action that your can perform but something our team can look to action for you. If you are able to provide the details of which tasks need completing, we can start that process.

We will need to be able to filter on the data at our end so if you can add a much detail to a support ticket such as task name or the user name these are assigned to or even details of an advanced search so we get the right data, we will happily sort out.

Hope this helps.

Thanks

Lee