How to use the Task Management Center to batch edit case tasks.
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Click on the checkbox icon at the top right corner of your account.
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In the Task Management Center, use the checkboxes in line with each task to select multiple tasks at once to complete.
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Click on the grey check box located under the Search Bar.
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Select Complete, Complete With Note, or Complete With Time.
- Once completed, these tasks will move to the Completed Tasks Tab and case notes will be created.
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