Bulk Tasks

BULK TASKS

Bulk tasks allow you to create groups of common tasks that always occur together, so each task doesn't have to be entered manually. Simply create a bulk with a specific name and add tasks to the group. Anywhere you see “Add a Task” you will have an option to select a bulk from the list of all tasks created.  You can reorder the tasks in your bulk task group by using the double-ended arrows (indicated by the red arrow in the screenshot below).

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You can also link bulk tasks to specific event triggers. For example, let’s say every time a participant is scheduled for an intake you have 5 tasks that need to be completed by your team, such as book a room, prepare the intake folders, etc. You can create a bulk task called “Intake –Scheduled Tasks” that includes the 5 tasks. You can then manually call the bulk task every time you schedule an intake.  You can link this bulk to “Event: Intake” and “Event Status: Scheduled”, so every time a participant intake is scheduled, the 5 tasks will be created automatically! 

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