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Managing Multiple Tasks

Bulk task management, reassigning tasks, changing task status, worker reassignment, dashboard actions

Written by Mia Alter

You can update multiple tasks at the same time without editing each task individually.

Using the Dashboard, you can:

  • Reassign all tasks from one assignee to another

  • Reassign selected tasks only

  • Change the status of all tasks for an assignee

  • Change the status of selected tasks

These bulk actions help you quickly reorganize work throughout the day.


Reassigning All Tasks

Use this option when all tasks assigned to one worker need to be moved to another worker.

Step 1

Open the Dashboard.

Right-click the assignee whose tasks you want to reassign.

If the tasks are currently unassigned, right-click the Unassigned section instead.

Select Reassign Worker Tasks.

Step 2

Select the new assignee from the drop-down list.

Select the new assignee from the drop-down list.

Click Save.

Step 3

All tasks are now assigned to the selected worker.

Refresh the Dashboard if necessary to verify the changes.


Reassigning Selected Tasks

If only some tasks need to be moved, you can select them individually.

Step 1

Hold Ctrl on your keyboard.

While holding Ctrl, left-click each task you want to select.

Selected tasks remain highlighted.

Step 2

Drag the tasks to the assignee you wish to assign them to.


Changing the Status of All Tasks

Use this option to update every task assigned to a worker.

Step 1

Right-click the assignee whose tasks you want to update.

Select Change State of Worker Tasks.

Step 2

Choose the new task status.

Available statuses may include:

  • Unassigned

  • Accepted

  • Transit

  • Active

  • Completed

  • Failed

  • Cancelled

You can also add an optional note before saving.

Click Save.


Changing the Status of Selected Tasks

If only some tasks need updating, select them individually.

Step 1

Hold Ctrl and left-click each task you want to update.

Step 2

Right-click one of the selected tasks.

Select Change State.

Step 3

Choose the new status.

Optionally add a note.

Click Save.

The selected tasks are updated immediately.


Tips

  • Bulk actions only affect the selected tasks or the chosen assignee's tasks.

  • Review your changes after saving to ensure tasks have been updated correctly.

  • You can combine task selection with Dashboard filters to manage large task lists more efficiently.

Learn more:

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