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Categories Tasks & Workflow
Created by Neil Reddin
Created on Dec 9, 2025

Widen the scope of the 'Bulk Action' tool

Currently the Bulk Action button only offers either to 'Complete' or 'Reassign' tasks. It would be useful to extend these options to include more of the common status types, e.g. 'Records Requested', 'Ready to file', 'Awaiting approval' etc. For jobs such as payrolls this would be very useful.

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  • Guest
    Jan 16, 2026

    It would also be useful to be able to change the task period date and deadline date in the bulk tool. Being able to activate different services in bulk is useless if we can't also add a deadline date for these tasks to be created.

  • Admin
    Mike Turner
    Jan 13, 2026

    Thank you for raising this idea. We will review it for consideration and get back to you.