Close or Update the Status of Multiple Tasks (w/ Video)

Written by Mason Davis

Last published at: January 25th, 2022

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AppColl provides the ability to update 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. You can update multiple tasks by following these steps:

  1. Go to the Tasks module and check the boxes next to all of the tasks you wish to complete.
  2. Click on the Close Tasks button in the Make Changes section in the left column.
  3. Update the Closed On date if necessary.
  4. Select the appropriate completion state from the Close Tasks with State drop down menu.
  5. (optional) Add a comment.
  6. Click the Close Tasks button.

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The below video explains these steps in more detail.