How to Mass Update Tasks

Brokeredge makes it simple to update multiple tasks at once, saving you time when your task list gets overwhelming.

Two Methods to Update Tasks En Masse:

1. Right-Click Editing:
   • Right-click on a task in the list view to change its status.
   • When you right-click on the next task, the change automatically saves, or you can use the checkboxes at the side to select tasks and save your changes.
2. Mass Update Feature:
   • Filter Tasks:
     • Use filters to display tasks that meet specific criteria (e.g., tasks that are due).
   • Select Tasks:
     • Either select multiple tasks manually or use the filter to select all tasks that are due.
   • Mass Update Process:
     • Click the Mass Update button to bring up a form.
     • Change the status (for example, set them all to "Complete") and hit Submit.
     • Confirm the update to quickly update all selected tasks.

This efficient mass update feature is an excellent way to manage and clear outstanding tasks in Brokeredge.