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Categories Tasks & Workflow
Created by David Martinelli
Created on Jul 14, 2026

Add tasks to several clients from the Clients list

Hi there,


It is great that when users want to create a new task for several clients, they can do that from the task screen and add all the clients they need in the client field of the task.

It would be also very useful to start selecting all the clients you need a task for, from the clients list, and then click on add/create task. This means that you could add tasks from lists of clients previously filtered. It would save time as opposed to typing or going through all clients individually. There is already a bulk option in Clients lists for 'Create ID check task' so creating tasks from filtered lists of clients should not be a long stretch. :-)


Many thanks

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