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Select multiple tasks

Learn how to select multiple workflow tasks.

Select a specific set of tasks and apply bulk actions to them like changing the due date of the task, adding a comment for a task, reassigning a task, or performing task actions.
To select one or more tasks:
  1. In the left navigation pane, select Inbox. For more information, see topic Get started with Reltio Inbox.

    If you're in the All tab in the navigation pane, you'll only be able to reassign tasks that are in the Open status.If the task you want to reassign is in the Closed status, close the task and then reassign it.

  2. In the workflow task area, select the tasks you want to perform bulk actions on:
    • At the top of the workflow area, select the # tasks selected check box to select all the tasks in the workflow task area. Alternatively, clear this check box to deselect all tasks.

    • Select or clear one or more individual check boxes. The # tasks selected changes to selected tasks.

    For more information, see topic Get started with Reltio Inbox

  3. In the bulk actions menu displayed in the Filter icon/View Switcher if you selected multiple tasks, specify the action to apply to these tasks:
    • Calendar icon: Change the due date.

    • Framed plus icon: Add a comment.

    • Person icon: Reassign to another user.

    When the bulk action starts, you see a message at the bottom of your screen saying that the process has started. When the bulk action completes, checkmarks for all the selected tasks are cleared.