XPM | Job Manger - Bulk allocating Task/s to Multiple Existing Jobs
We have the AS' downloaded from ATO automatically and this creates a new job for every AS. We then need to add an AS task to every job individually.
Would be great to be able to add task/s to multiple jobs in one go - similar to how you can assign staff/manager to multiple jobs in one go.
13
votes
Maneesha Marzol
shared this idea
-
Natalie Armstrong
commented
Yes we have recently added two new tasks and it is such a faff having to manually add them to individual clients. I hope you can find a way to add tasks in bulk.