How to Create and Assign New Tasks in Bulk in Contacts

In this article, we'll explore how to effectively assign a new task to a group of contacts you've identified in the Contacts section of CRMGrow. 📋✨

Streamlining your task management can enhance communication and collaboration within your team! Let’s dive in! 🚀👥

Step 1

Click the "Filters" on the top right to create a filtered list of contacts you want to assign to the same task.

Step 2

When you update and close your filter, your updated results will show on the Contacts page.

• You can adjust the number of contacts appearing in the results by clicking the “show XX rows per page” option at the bottom right of the contacts tab results.

• To choose the following fifty (50) contacts, click page 2 at the bottom of the Contacts tab page and repeat the process of clicking the top left box to choose all.

• If you want ALL of the filtered results, you can click the “Select All XXX Contacts” option, which appears across the top row of the filtered contacts results from your filtered selection.

• Uncheck any contacts you want to be removed from the filtered list before assigning the task.

Step 3

Click the "New Task" option at the top left of the Contacts tool banner, just to the left of "XX Selected." A pop-up menu called "Create task" will appear.

Step 4

Choose the Task Type by clicking on one of the following options;

1. General

2. Call

3. Meeting

4. Email

5. Text

Step 5

Type in a Task Subject to help you recognize what you need to do about this Task.

Step 6

Add the Date by clicking on the corresponding day, month, and year or when you want the Task or the Recurring Task to begin.

Step 7

Add the Time of day you want the Task to trigger on the specified date or Recurring Task.

Step 8

Click the "Time Zone" dropdown menu if you need to adjust the Time Zone, then click on the "New Time Zone" choice, or move directly to Duration if you do not need to adjust the Time Zone.

Step 9

Create the time Duration for the task.

• All Day Task

• Set as a Recurring Event

  1. Daily

  2. Weekly

  3. Monthly

  4. Yearly

Step 10

Click the blue "Create" button to save the Task to the Contact Records in bulk, or click Cancel to abandon Task Creation in bulk.