Ideas

Add tasks to multiple records/edit update multiple people to schedule tasks

Instead of having to open each of the people records, I'd like the option to add/edit tasks, notes etc. from a selected list for multiple people

  • Guest
  • Jan 4 2024
  • Already exists
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  • Admin
    Clockwork Product commented
    04 Jan 17:45

    Hello,


    Thank you for being an invested Clockwork User! You can currently add multiple tasks and notes to people in a couple of ways. Please see the following support articles to achieve this:


    People: Add Note
    Grid View: Add Functions


    Editing multiple tasks or notes is not currently possible. However, you can quickly work through a number of tasks by using the tasks panel. More information on this is available here.

    Thank you,

    The Clockwork Product Team