Overview
Mass Task Management transforms how you handle scheduled audit tasks by allowing you to select and modify multiple tasks simultaneously. Whether you're reassigning tasks due to staff changes, rescheduling audits around operational needs, or canceling outdated requirements, this feature eliminates the tedious process of updating tasks one by one.
Key Benefits
Save Time with Bulk Operations
Update dozens of scheduled tasks in seconds instead of minutes
Eliminate repetitive clicking and form filling
Reduce administrative overhead by up to 80%
Flexible Team Management
Quickly reassign tasks when team members are unavailable
Redistribute workload across user groups and locations
Adapt to sudden staffing changes without scheduling disruption
How to Access Mass Task Management
Getting to the Schedule Screen:
Click Scheduling from your main navigation menu
Select the Manage Tasks tab (active by default)
You'll see your Schedule Tasks dashboard with completion metrics
Task Selection Interface:
Checkbox column: Select individual tasks or use the header checkbox to select all visible tasks
Filter options: Use location levels, status filters, and search to narrow your task list
Bulk action bar: Appears at the bottom when tasks are selected
Selecting Tasks for Bulk Operations
Individual Task Selection
Scroll through your task list to find the tasks you want to modify
Click the checkbox next to each task you want to include
Selected count appears at the bottom: "X tasks selected"
Select All Visible Tasks
Use the header checkbox (next to "Schedule Name") to select all tasks on the current page
Filter first if you want to select specific types of tasks (e.g., all "Overdue" or all at a specific location)
Combine with search to select tasks matching specific criteria
Smart Selection Tips
Filter before selecting: Use location, status, and date filters to narrow down to exactly the tasks you need
Use search: Type keywords to find specific schedule names or checklist types
Check the count: The selection counter shows how many tasks you've chosen
Bulk Operations Available
Reassign Tasks
When to Use:
Team member is leaving or changing roles
Redistributing workload for better coverage
Assigning specialized audits to subject matter experts
Seasonal staffing adjustments
How to Reassign:
Select the tasks you want to reassign using checkboxes
Click "Reassign Task" in the bulk actions bar at the bottom
Choose the new assignee from the dropdown (individual users or user groups)
Click "Apply" to update all selected tasks
Reschedule Tasks
When to Use:
Operational changes require different audit timing
Holiday schedules or maintenance windows
Coordinating audits around special events
Adjusting frequency based on risk assessment
How to Reschedule:
Select the tasks you want to reschedule
Click "Reschedule Task" in the bulk actions bar
Choose the new date and time using the date picker
Click "Apply" to update all selected tasks
Cancel Tasks
When to Use:
Procedures have changed and audits are no longer needed
Locations are temporarily closed or unavailable
Regulatory requirements have been updated
Consolidating duplicate or redundant audits
How to Cancel:
Select the tasks you want to cancel
Click "Cancel Task" in the bulk actions bar
Confirm the cancellation in the dialog box
Tasks are marked as "Cancelled" and removed from active schedules
