How to Batch Create a Task or Reminder for Multiple Apprentices or Applicants (Batch Actions)

Learn how to create and send a custom task or reminder to multiple applicants or apprentices at once.

If you want to notify multiple Apprentices of a task they need to complete or just provide then with a reminder look no further than Actions -  Create Tasks or Send Reminders.

Step 1: Navigate to the Apprentices > Overview tab 

Note: If you want to add a Task for an Applicant, navigate to the Applicants tab instead and follow the same steps below.

Step 2: Click the box next to the Users you want to assign a Task

• Or click the box next to "Name" at the top of the user list if you want to send a task to all users listed on the page.  To add as many users to the page as possible, click the 25Ξ icon in the top right to increase the number of users shown.
• The blue Actions button will appear once you have selected at least one user. 

Step 3: Click the blue Actions button & click Create Tasks or Send Reminders

Step 3: Customize the Task or Reminder information and click Save

Task descriptions can include hyperlinks to outside documents.

Tasks appear on each user's TASKS page.  

Users also will be notified via email (and text if turned on by apprentice) about the Task twice:

1. When it is created for them
2. When the due date arrives

Users will have the ability to mark the task as complete, which will send a notification to program personnel.

Reminder descriptions can include hyperlinks to outside documents.  Users will receive  reminders via email and in-app/platform notifications as well as text (if they turn on this option).