Mass Reassign over due task to current date | Feature Requests

Mass Reassign over due task to current date

Erica Brizuela

Can you create the ability for Management or expert users to mass mass Reassign over due task to current date instead of having to do each one manually. This helps when you want to reassign leads as well.

Shelby Parker

Thanks for raising this, Erica Brizuela — totally hear you on how painful it is to do this one-by-one, especially when you’re trying to reassign leads at scale. Just to make sure we’re scoping the right bulk action: when you say “mass reassign overdue tasks to the current date,” do you want that to update just the due date, or also switch the assignee/owner (or both)? Also, should this apply to all overdue tasks, or only ones tied to certain records (like leads) and/or within a specific date range? And lastly, what’s the main goal after running it (resetting follow-up cadence, cleaning up backlog, reporting, etc.), and how should already-completed tasks be handled?