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

Learn how to create a custom task and assign it to multiple applicants or apprentices at once.

 

 

If you want to notify multiple Apprentices and Applicants of a task they all need to complete, look no further than Batch Tasks.

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.

Screenshot 2023-04-04 at 10.43.56 AM

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

Step 3: Customize the Task information and click Save

All the users you selected will be notified about their Task twice:

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

If you'd like to create additional, individual reminders, you can learn about that process here.