Create work for many clients at once

1. On Work, press the arrow beside Add Work and choose Bulk Create Work.

2. Choose the Client Segment (a saved group of clients, such as “Monthly BAS clients”) and the Work Template.

   

   Bulk Create Work.

3. Set the Work Title (its note shows how to put each client’s name in it), Assignee, Start Date and Due Date. Optionally choose Repeat, an End Date and Avoid Weekends.

4. Press Next, check the summary, and confirm.

One job is created for each client in the segment.

Note

You need permission to create and delete work.