Add a Task to Multiple Records at Once

Need to follow up with a whole batch of people, companies or deals? Create one task and add it to all of them at once from a list view.

Add a Task to Several Records

1. Open the People, Companies or Deals list view.
2. (Optional) Filter the list to the records you want.
3. Select the records:

• A few records: Check the box next to each one.
• Everything on this page: Check the box in the upper-left corner of the list.
• Everything that matches your view, across all pages: Select at least one record, then click Select all N records in the bulk actions bar.

1. In the bulk actions bar at the bottom of the screen, choose Add task.
2. Fill in the task details and save.

Each selected record gets its own copy of the task, so you can complete or reschedule them one by one.

For a set of follow-up tasks you repeat often, create a to-do template instead. See Create and Apply To-do Templates.

Need help? Contact support at customercare@pipelinecrm.com.