Summary
Learn how to transfer incomplete and overdue tasks from one consultant to another in bulk. This feature helps you efficiently reassign workloads when managing staff changes or coverage requirements.
You can bulk reassign incomplete tasks, including overdue tasks, from one consultant to another.
Note: Only users whose access level has Appointments and Tasks > View all Offices set to Allow can bulk assign tasks to another consultant.
To transfer tasks in bulk:
- Go to: Tasks
- Select the consultant who currently owns the tasks
- Select the tasks you want to reassign
- Click Reassign Tasks
- Select the consultant you want to transfer the tasks to
- Click Proceed
Note: You can only bulk transfer tasks between consultants. Activities cannot be transferred in bulk and must be reassigned individually from each contact record.
Articles in this section
- Understand and apply task workflows
- Filter and sort tasks in Task Manager
- Manage tasks across Listings, Appraisals and Contacts
- Transfer tasks in bulk to another consultant
- Create a list of overdue tasks
- Generate a task report
- Bulk delete tasks
- View and manage tasks
- Add a new task
- Use task to generate letters and emails