Bulk task actions
Bulk complete tasks
You can bulk complete tasks in Senta via the Your task list.
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From the Work menu, select Your task list.
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Select the tasks that you would like to bulk complete and go to More actions.
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Select Complete tasks.
You can bulk uncomplete tasks via More actions > Uncomplete tasks.
The complete tasks option doesn't apply to all task types.
You can use this option to bulk complete the Manual tasks or to mark certain tasks as Already done. Marking tasks as already done will not complete the task, it will just mark them as already having been done. If you are looking to automatically complete tasks in bulk, you can assign them to Senta.
The tasks that can be marked as Already done in bulk using the Complete tasks option are:
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Send email
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Send text message
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Send notification
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Upload documents
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Kick-off another job
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Generate a Word document
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Call a web URL
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Electronic signing
Task types that cannot be completed using the Complete tasks option:
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Checklist
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Fill in a form
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Yes/No
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Set a field value
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Cancel jobs
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Add note
Bulk cancel tasks
You can bulk-cancel tasks via Your task list.
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Go to Work > Your tasks > and select tasks that you would like to bulk cancel.
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Select the More actions drop-down and select Uncomplete tasks.
To uncancel tasks, follow the steps from the instructions above and select Uncancel tasks instead.
Bulk reassign tasks
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Go to the Work menu and select Your tasks.
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Use the filter options to narrow the data down to a specific job, task, time frame, user and status.
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Select the tasks that you would like to reassign (selected task will highlight in yellow).
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Select More actions > Assign tasks.
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A pop up window is displayed with a list of users to chose from. Select your preferred user and then Assign tasks.
Bulk reassign from within the Work tab on Client page
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Go the Client page and then select the Work tab.
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From here you can either reassign the ad hoc tasks or reassign the tasks from within any of the jobs that are running for the client.
Reassign ad hoc tasks
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Go to your Ad hoc tasks are displayed and select the tasks that you would like to reassign.
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Select the More actions menu and select Assign tasks .
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Select who to reassign the tasks to and then Assign tasks to confirm.
The tasks will be reassigned to a chosen user.
Reassign tasks from within a job
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Go to the Client page > Work tab.
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Open the job and select the tasks that you would like to reassign. From the More actions menu, select Assign tasks.
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Select the user to reassign the tasks to and then Assign tasks .
Bulk Snooze tasks
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Go to the Work menu and select Your tasks.
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Select the tasks that you would like to snooze and go to More actions > Snooze tasks.
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Choose which date you would like to snooze up until. The task will not show up in Your tasks while snoozed.
Bulk Export tasks
You can export data about your tasks to a CSV sheet. This can be useful if you want to create reports on the status of tasks to use externally from Senta.
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Go to the Work menu and select Your tasks.
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Select the tasks that you would like to export and go to More actions > Export tasks.
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The CSV file will download on your device.