Bulk Editing - two fields

PHuot

I wonder if this is possible : When I send out a group email, I would like to bulk edit the tagged people tasks as completed and at the same time create a new reminder task in the future at the same time during the bulk edit.

Is this native to the bulk edit tool ? Otherwise I have to manually open up each task one by one, mark as completed and create the next task.

cheers,

Pierre

Amit Sarda (AmitSarda.xyz)

There is a better way to do this by mark activities as done in bulk.

You would need to set up an automation to send a templated email when the activity is marked done, and then create another activity.

PHuot

Hello Amit,

I thank you for the suggestion to setup an automation so that when I click the activity as marked done, it will send the email and create a new reminder activity.

cheers,

Pierre