Written by Wealthbox Team
Updated over a week agoTo adjust due dates for multiple tasks or workflow steps at once, simply navigate to the Tasks tab within Wealthbox. At the top of the screen, under the "Filtering by" section, you can select if you want to view Tasks, Workflow Steps, or Tasks and Workflow Steps. You can also filter by assignee or category to narrow down the list.
Click-Drag-Highlight: Once you find the tasks or workflow steps (to-dos) that you want to reschedule, you can click and drag to highlight the selection of multiple to-dos. You can also use modifier keys, like CTRL (on Windows) or Command (on MacOS), to select more to-dos beyond your initial selection.
While the to-dos are highlighted, you’ll see a bulk action toolbar at the bottom of your screen that shows how many to-dos are selected. Click the calendar icon inside the toolbar to select a new due date for the selected tasks and workflow steps. This will assign a new due date for all of the selected tasks and/or workflow steps.
