Change several tasks at once
Use the selected-task action bar for stage and assignee changes.
Follow the steps
Choose the right task view
Open Tasks and choose Due today, All tasks, or another view. Filter and search until the intended work is visible.
Select only the intended rows
Check individual tasks or use Select all tasks for the visible page. Review the selected count before applying an action.
Choose and apply an action
Use Choose action to change stage or assignee, select the new value, then Apply to selected. Deletion is a separate destructive action; review each selected row before using it.
Review follow-ups
If tasks were completed, respond to each Schedule a follow-up prompt or skip it. Reload or revisit the list to confirm the saved stages and owners.
Check the result
Only the selected tasks changed, and any new follow-up was explicitly confirmed.
Changing the assignee does not change the linked customer. Clear selection before switching to unrelated work.