Managing Activities with Bulk Actions in Twozo

Managing Activities with Bulk Actions in Twozo


The bulk actions in Twozo allows to manage multiple activities by saving your time and streamlining the workflow. You can perform various access to the group of activities in the list view, such as Update Field, Mark As Completed, Delete, and Export.


Update Field

Bulk editing ensures consistency, reduces errors, and saves time by updating multiple activities at once.

  1. In the activity list view, check the boxes you want to edit.
  2. Click the Update Field in the toolbar. It will open the Update Field drawer.

  1. Click on the dropdown list under the Select Field drawer. Choose the field you want to update from the available field names and custom fields.

  1. Fields marked with a star icon require values to be provided. 
  2. Save non-required fields without a value to remove the existing value.
  3. Open the dropdown to view all activity fields. Auto-generating and dependable fields will not be displayed.
  4. If values are unselected:
  1. Clicking Add More Field or Save will display a red validation line.
  1. If a required field is marked after activity creation and you attempt to update other fields, a validation message will appear.
  1. Enter the new value and click Save to apply the changes.


Mark as Completed

To mark activities as completed in bulk, select the activities you want to update and click the Mark As Completed button in the toolbar. This feature helps save time and keeps your records up to date.

For more information, refer to this article for detailed steps on using bulk actions.


Delete

Bulk deleting helps in quickly removing outdated or duplicate activities, improving the overall quality of your activity list. It simplifies the cleanup process, ensuring that only relevant and current activities remain.

  1. Access the activity list tab. Select the activities to delete by checking their boxes.
  2. Click the Delete button in the toolbar.

  1. To Confirm the deletion in the dialog box. Click the Delete option to permanently remove the selected activities from the list.


Export

Bulk exporting activities are useful for creating backups, preparing reports, or transferring activity information to other systems.

  1. Access the activity list view. Select the activities to export by checking their boxes.
  2. Click the Export button in the toolbar.

  1. Choose the desired export format, such as XLSX, XLS, or CSV.

  1. Click Export to download the selected activities.





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