How can I create tasks for multiple contacts in bulk?

You can create tasks for multiple contacts at once. This will add identical tasks to all the selected records. For example, instead of creating tasks individually for each contact who has requested a product demo, you can simply select all the contacts and add the same task to all of them. These tasks will appear on each record and as a reminder or a to-do item to finish preparing the deck and schedule a demo.

To create tasks for multiple contacts

1. Go to the Contacts module.
   
2. Select the check boxes of the required contacts and click Create Task.
   
3. Enter the task details on the Create Task page and click Save. Tasks will be created for all the selected contacts.

Alternatively, you can add the task details including Task Owner, Contact Name, Subject, etc.., to an Excel sheet and import it into the Tasks module. This method will allow you to import multiple tasks and assign different owners for different tasks. This is especially helpful if you want to assign tasks to other users.

To import tasks

1. Go to the Tasks module and click the Create Task dropdown.
   
2. Select Import Tasks. You can either import tasks or migrate them from another CRM.
3. Browse, import the file, and map the fields to complete the import.
   

You can also create tasks for multiple records in the Leads, Accounts, Deals, Cases, and other modules. For more information on task creation, refer to our Working with Tasks and Meetings help doc.

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