My Day - Bulk Actions

With our new Bulk Actions feature on My Day, you can now re-assign, postpone or action tasks all at once.

Open

Review your My Day and simply check off the tasks you wish to update, select the relevant action and click apply.

Depending on the type of task, you have the below options:

• Send: email only, this will instantly send out the script you have on the tasks

• Postpone: select a new date for the tasks to appear

• Re-Assign: select one of your associates and the task will appear on their My Day

• Mark as Done: Indicate that you have completed tasks such as phone calls and appointments