Close or Update the Status of Multiple Tasks

Learn how to quickly and easily close or update multiple tasks in one go

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AppColl provides the ability to update a single task or multiple tasks at once. The three global completion states are Complete, Not Needed and Transferred. Depending on your set up, you may have additional custom completion states. 

Update a Single Task

  1. To update an individual task, click the Task Status field for the task you wish to update.

  1. Select the desired Task Status from the dropdown options.
  2. Add any comments in the Add Comment box.
  3. Click Set Status.

Update Multiple Tasks

  1. From the Tasks module, click the Add Filters button on the left-side of the pane.  

  1. Select the Column for which you would like to filter.
  2. Enter text in the Include Rows Containing field to pull up the fields for which you would like to filter. 
  3. Click the Add button. 

  1. Continue to add further Columns and Include Rows Containing text as needed.
  2. When finished, click Execute.

  1. With the filters in place, you can now check the box to Select All records.

  1. You can now make changes to the selected records in bulk. To update the status of the tasks, click the Close Tasks button.

  1. Update the Closed On date if different than the current date. 
  2. Select the Close Tasks with State option.
  3. Enter any Comments.
  4. Click Close Tasks.

The below video also explains these steps.