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Batch processing

David Stevenson -

It is possible to create multiple tasks of the same type at once from several list screens in Synergist:

  • Organisations
  • Contacts
  • Jobs
  • Phases
  • Opportunities

Once you have one or more records selected in the list the action button bar appears below the list.  Select Create tasks:

Selecting this will open a new window where you set default values for each task to be created.  Title and type will be the same for every task.  You choose to set a common owner for all, or to have the owner set to the related handler.  The start date / time will be set to 9:00 am today.  The due date can be set, if this is left blank it will be set to 10:00 am today.

The tasks list has an option to allow batch updates to a selection of tasks:

This allows certain fields to be updated on all selected tasks, including the complete flag, task type, owner, kanban status and any custom fields you may have created for tasks.  Task completion can be set to follow the complete status of any associated job or phase via the third option "mark as complete if job/phase is complete".

The display in calendar options can be used to show / remove the selected tasks from the owner's calendar and / or watchers' calendars.  If you are adding the selected tasks to calendars the start / due date / time currently set on each selected task will be used, unless you are also using this form to batch set the start / due date / time on all selected tasks, in which case those will be used.

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