How Do I Process Tasks in Bulk?

Select the required Project.
Navigate to the Files tab.
Click the Distribution sub-tab.
Select the tasks you want to process in bulk.
Click the More Optionsicon (top-right).
Choose one of the following actions:
- Clear Tasks
- Delegate Tasks
- Deactivate Tasks
- Reactivate Tasks

NOTE:

You can process up to 250 records at a time.
Batch processing is only available for tasks created within the same project; cross-project batch processing is not available.

TIP: You can also perform batch processing by right-clicking on the selected tasks.

Clear Tasks

Required Privileges

Privilege	Description
Can Clear Tasks - Own	Allows clearing of personal tasks.
Can Clear Tasks - Organisation	Allows clearing of tasks created within the user's organisation.
Can Clear Tasks - Workspace	Allows clearing of tasks across the entire project, regardless of which organisation a user is from.

Clearing the Tasks

Follow the steps above to access batch processing options.
Select Clear Tasks.
A confirmation message will appear showing the number of successfully cleared tasks.

Delegate Tasks

Required Privileges

Privilege	Description
Can Delegate Tasks - Own	Allows delegation of personal tasks.
Can Delegate Tasks - Organisations	Allows delegation of tasks within the user's organisation.
Can Delegate Tasks - Workspace	Allows delegation of tasks across the project, regardless of which organisation a user is from.

Delegating the Tasks

Follow the steps above to access batch processing options.
Select Delegate Tasks.
A pop-up will appear prompting you to:
- Assign a new user for the selected task.
- Set or adjust the due date.
Click Continue to complete.

Understanding Delegate Tasks Inputs

Input	Input Description
To	Enter the user to whom the tasks will be delegated.
Date	Choose how to handle task due dates: Existing Due Date: Keep the current due date. Recalculate Days by Actual Distribution: Recalculate based on task duration from the new assignment date. User Definition: Manually define a new due date. Slide the control all the way to the right to open the calendar and select a new date.

Deactivate Tasks

Required Privileges

Privilege	Description
Can Deactivate Document Tasks - Own Org	Allows deactivation of tasks within the user's organisation.
Can Deactivate Document Tasks - All Orgs	Allows deactivation of tasks across all organisations on the project.

Deactivating the Tasks

Follow the steps above to access batch processing options.
Click Deactivate tasks.
A confirmation message will appear showing the number of successfully deactivated tasks.

Reactivate Tasks

Required Privileges

Privilege	Description
Can Reactivate Document Tasks - Own Org	Allows reactivation of tasks within the user's organisation.
Can Reactivate Document Tasks - All Orgs	Allows reactivation of tasks across all organisations in the project.

Reactivating the Tasks

Follow the steps above to access batch processing options.
Select Reactivate Tasks.
A confirmation message will appear showing the number of successfully reactivated tasks.

NOTE: The Reactivate Tasks option remains greyed out until there are deactivated tasks within your project. If no tasks have been deactivated, this option will not be clickable.

Check: FAQs