Batch send Client Tasks or Messages

The Batch feature allows you to create a single Client Task or Message and send to multiple client workspaces with a single click:

Click the Batch Actions button next to the search field at the top of the client list (Blue box with a checkmark)

  • Check the boxes next to each client name to select which Client Workspaces you would like the task or message to be added to (or select all)
  • At the bottom of the client list panel, click the +Client Task or +Message button
  • Create the Client Task, then click the Send and Notify or Send button
  • The Client Task or Message will be added to each workspace selected.




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