Learn how to create bulk tasks in WebLedger to save time and manage multiple clients efficiently. In this step-by-step guide, we walk you through selecting clients, entering task details, and creating multiple tasks at once.
Whether you're handling large volumes of work or automating repetitive processes, this tutorial will help you streamline task creation effortlessly.
What you’ll learn in this video:
• How to access the Bulk Task feature
• How to select multiple clients from the list
• How to enter task creation details
• How to enable and configure recurring tasks (if required)
• Final steps to save and create bulk tasks successfully
Complete Tutorial Series:
https://www.youtube.com/playlist?list=PLlPbODc20c-p-GfZ_OgYeodrWlbn1BHSq
